Post by
fdfd12 on Jan 21, 2016 3:26pm
Stockcoach
Sorry I didn't listen to the interview.
You are saying that cashflow, instead of 350M is 500M?
He let it slip out?
He can't do that can he?
Well if you heard it, shouldn't the market know about it also?
If it is out there, this stock should have flown today.
All this doesn't make sense to me.
Sorry. I will check the interview later.
Comment by
cashflow98 on Jan 21, 2016 3:33pm
MT did 100% state $500M FCF yesterday, I heard it loud and clear...
Comment by
argentia77 on Jan 21, 2016 4:07pm
Slipped out at minute 03:5 of the presentation. https://webcasts.welcome2theshow.com/cibcwhistler2016/concordia
Comment by
argentia77 on Jan 21, 2016 4:08pm
Sorry it's actually at minute 03:15 of the presentation
Comment by
sunshine7 on Jan 21, 2016 4:21pm
Confirmed! That is around 9.65CD FCF/share. Currently trading at just over 4 x 2016FCF. Doesn't make sense to me.
Comment by
Stockcoach1 on Jan 21, 2016 4:37pm
Actually 500,000,000 USD of FCF divided by fully diluted shares of 52.4M= FCF of $9.54 USD/sh Convert that into Canadian dollars 9.54 x 1.43 and you get $13.64 of FCF/share
Comment by
sunshine7 on Jan 21, 2016 4:49pm
Likely CD. A call to IR would clear this up.
Comment by
cashflow98 on Jan 22, 2016 8:04am
I emailed Adam yesterday on this, waiting to hear back. Anyone hear from IR yet ?
Comment by
dudsywow on Jan 21, 2016 4:42pm
I just listened to the presentation... he clearly says $500M FCF. I really hope this is right, however, based on their guidance, the FCF should be closer to $383M USD. (Adj. EBITDA of $625M less Net Interest of $242M). They would have to erase half their debt to come close to $500M. He must of misspoke or maybe he was thinking Cdn $???