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Concordia Healthcare Corp. T.CXR.R



TSX:CXR.R - Post by User

Comment by meetoo1600on Oct 30, 2017 6:20pm
281 Views
Post# 26878853

RE:RE:RE:RE:Here is why.

RE:RE:RE:RE:Here is why.The statute is flexible enough that the court has the discretion, theoretically, to do whatever it wants.  But in practice, a court would never wipe out the interest of any class without hearing from them and understanding their position after a poll, irrespective of where they stand in the hierarchy of debt and equity.

My theory as to why we have seen virtually no institution trading in the last a significant majority of them are blacked-out.  They are effectively insiders, having been approached by management and made a deal that is not yet public.  As such, they are not allowed to trade.

What many people are ignoring here is that AmCo and Covis were essentially good companies, as is Concordia once one neutralizes all the idiocy of the Thompson/Kupinsky gang of thieves.  That will be the effect of the restructuring: To neutralize all the stupid things that they did, and put ghe company back on a sound footing, with Book Value of about $600MM, and at least $350MM of EBITDA based on sustaninable sales at reasonable and competitive prices.

Apply the industry valuation mutiples and see what you come up with.  Of course, there is alot of uncertainty in all this, but it has to be a number way higher than the current trading price.  So, even if the current equity holders get only 20% of the shares, they will be way better off. 
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