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Concordia Healthcare Corp. T.CXR.R



TSX:CXR.R - Post by User

Comment by Craigbadon Oct 17, 2016 11:00am
61 Views
Post# 25351056

RE:RE:RE:RE:RE:Taking it in the Chin

RE:RE:RE:RE:RE:Taking it in the ChinThat goes back to management performance. They deserve the lowest multiple possible in peer group for bad guidance, lack of clarity, regulatory headwinds and higher than normal interest actually eating up ebitda which most other companies don't have. When I said the notes would reduce analyst targets in the $2-3 range the pumpers attacked, but it was based on numbers, not fantasy.

ryehigh2014 wrote: Yup I understand what your saying. But to get equity value from EV you add back Cash and other non-core assets and NOLs. It is definitely more complicated. Anyways your original point still stands. 

If you use an 8x multiple it doesnt justify a 4$ USD share price - its substantially higher. 



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