Post by
cashflow98 on Mar 27, 2016 12:25pm
Brexit doesn't matter AMCO does
Simple calculation will show you that AMCO growth is overwhelming. Q4 AMCO revs of $115.7M over 72 days represents a whopping 38% INCREASE in AMCO revs over their 2014 numbers. MT was either wrong when he said AMCO will grow mid-single digits or sandbagging.....you decide. Lets assume AMCO revs growth rate is cut in half. Ie. 19% for 2016. This yields AMCO contribution of $700M for 2016. Do your own math and decide. GLTA.
Comment by
MichaelSilvia1 on Mar 27, 2016 1:15pm
This post has been removed in accordance with Community Policy
Comment by
Scruggstyle on Mar 27, 2016 4:01pm
The 2016 winter presentation forecasted low single-digit growth in US revenue and mid-teen organic volume growth in Non-US revenue, for a combined high-single digit organic volume growth in revenue from 2015 through 2018.
Comment by
sunshine7 on Mar 27, 2016 5:16pm
Meanwhile, cxr continues to add 50-100M/ Q to the coffers after debt obligations.
Comment by
Scruggstyle on Mar 27, 2016 6:53pm
Exactly. That is the one thing that commands respect. Good old cash flow. That's why I admitted earlier that there is always a possibility that private equity with only a 4 - 4.5% mandate might view us as attractive.