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Concordia Healthcare Corp. T.CXR.R



TSX:CXR.R - Post by User

Comment by Craigbadon Oct 11, 2016 8:20pm
72 Views
Post# 25333035

RE:RE:RE:Market cap approaching 200 million..this is ridiculous

RE:RE:RE:Market cap approaching 200 million..this is ridiculousI understand the confusion. They have based that on pro forma numbers from end of June and have since guided down. Very misleading. Its a joke really. Their updated number before the additional debt and after reduced guidance was 6.4 or below. Add the additional debt and its over 7. They aren't fooling anyone but fundtrader! Lol

from the company before note offering

The following is a summary of significant assumptions underlying Concordia’s revised full year 2016 financial guidance:

RevenuesofUS$859milliontoUS$888million
AdjustedEBITDAofUS$510milliontoUS$540million
Approximately66percentofrevenuestobegeneratedoutsidetheU.S.
Target2016year-endNetDebt/EBITDAof6.4xorbelow
ReductionintheGBP/USDforeignexchangerateto1.31assumedfortheremainderof2016fromJulyDecember 


rad10 wrote: In fairness Craig they do state that the leverage will remain at 6.2  It is difficult to believe anything anymore but the bottom of page 7 on the roadshow presentation is pretty clear.  Either way its not pretty

Craigbad wrote: Once they close this new note deal, debt to ebitda ratio should be pushing over 7. I'm actually hoping for another long squeeze as it may be becoming too risky for any value managers who may have picked some up. They may want to get out before the tax loss selling, law suits and Nhs bill comes in.

fundtrader wrote:
cxr is going to have almost 480 million in cash next week and 200 million in account recievables. Cxr has almost got 900 million in revenue, with adjusted ebidita over 500 million annually. This is worse then panic selling. Drop in pound has created this stupidity, but they are well hedged, i am suprised whe we havent seen a hostile takeover at these levels.

 




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