Yellow Pages Ltd T.Y

Alternate Symbol(s): YLWDF

Consumer Cyclical Media - Diversified

Yellow Pages Limited is a Canadian digital media and marketing company. The Company offers targeted tools to local businesses, national brands and consumers, allowing them to interact and transact within the digital economy. It offers small and medium-sized enterprises (SMEs) across Canada full-serve access to a comprehensive suite of digital and traditional marketing solutions, such as online and mobile priority placement on its digital media properties, content syndication, search engine solutions, Website fulfillment, social media campaign management, digital display advertising, video production, e-commerce solutions, as well as print advertising. Its media properties, primarily desktop, mobile and print, continue to serve as effective marketplaces for Canadian local merchants, brands and consumers. The Company holds local online properties, including YP.ca, Canada411 and 411.ca. It also holds the YP, Canada411 and 411 mobile applications and Yellow Pages print directories.

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Yellow Pages Ltd

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Comment by Barkison Feb 13, 2020 2:01pm

74 Views

Post# 30687090

RE:RE:RE:RE:Exchangeable debenture redemption value

I see the debentures trading at $105 (only 5%) premium. Would think that the company
could eliminate quite a few by bidding $108 - no penalty that way and they are only paying
a premium of 8% - Same as the interest - but it will be like paying the interest up front which
is another reason for the debenture holders to go for it.

Pretty odd that the company doesn't try something like that. Say SIB for $60M at $108 or
if they don;t have that kind off cash now just an plain NCIB on the debentures and see what happens.

Would you know how independant the directors of Y are. I.E. are they beholden to Golden Tree
in any way.

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