OTCPK:TMBMF - Post by User
Comment by
rinm99on May 02, 2017 12:18pm
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Post# 26192841
RE:RE:RE:RE:RE:RE:$54M this quarter -- not bad; will move the price upwards
RE:RE:RE:RE:RE:RE:$54M this quarter -- not bad; will move the price upwardsHere is the easy deal:
Sale SC at 10X can$ = 1B minus 600M debt = 4$/share
After you keep the old Tembec (no debt) around 4$ per share old business + 4$ cash = 8$/share by the end of the month :)
Go forward: the old tembec can easily rebuild itself by buying famillily mills around the country for a penny or sell itself to Resolute and give the cash to the shareholders:)
Bouhaha, i suspect that the stock stick to the actual level because that this plan is not on the table and they go for the deleveraging stuff, wich can be good for the fairfax payment of interest on the debt but very incertain for us. Who knows what will be the market and the fx in 3 years. And i suspect that lumber paper and ... won't be a vector of croissance!
My opinion