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Concordia Healthcare Corp. T.CXR.R



TSX:CXR.R - Post by User

Comment by meetoo1600on Jan 09, 2018 12:12am
270 Views
Post# 27310684

RE:Simply Wall Street says CXR SP is worth $10

RE:Simply Wall Street says CXR SP is worth $10This is what I believe, and basically for the same reason, but CXR needs a successful financial restructuring deal to make it happen.

It will all depend on the percentage of the company that the current common shareholders retain, post restructuring.  If it is 15% or more, the share price could see $10 fairly quickly.

My math goes something like this. Value of the company: $3,500,000,000 = 10 x $350,000,000 cash flow.  The 10 multiple is less than industry average.  For common shareholders to retain 15%, need to issue 290,586,667 new shares, for a total of 341,866,667.  $3,500,000,000 / 341,866,667 = $10.24.  It might take a little while post-restructuring for the value to be realized in the form of market cap.

For me to be happy, I don't require the deal to be anywhere near that good, but I understand what they are saying.
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