GREY:ALARF - Post by User
Comment by
jjeerryyon Nov 06, 2017 11:17am
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Post# 26911689
RE:Q3 Results After Market
RE:Q3 Results After MarketAggirl7 wrote:
I think there are a few things that could happen to drive the share price higher after results (aside from announcing a new investment):
- The writedown of SM is correctly excluded from Adj EPS given it's a one-time, non-cash charge
- Alaris reiterates how immaterial SM is to its overall value (2% of cash flow)
- Alaris has received or will receive a cash pymt >$5M from SM as a result of cash arbitration
- There are no negative updates on any of its investments (a +ve update would be even better)
- Adj EPS is in-line with consensus (a beat would be even better)
- BONUS - Alaris raises its dividend
Aggirl7, properly posted. Thank you very much.
I personally think the bashers wanting cheaper shares have beat the SP down much too low. It will return after the financials are released this evening.