Concordia Healthcare Corp. T.CXR.R

Question For Bears

[Lumberfeverlong]

Do you have any basis for thinking Q3 will be a bad quarter and miss revised guidance in a substantial way?  Do the WoW scripts data over the entire quarter indicate more erosion in their NA drugs?  Are you aware of any new competition for any of their leading drugs?  It is one thing for longs and bears to speculate, but does anyone have any hard facts that would point in one direction or another?

[Craigbad]

If you trusted their numbers, they should have had enough cash to pay the earnout without deferring. They deferred and then issued more high interest debt. Some argued they were issuing debt at a lower interest rate to pay of higher interest debt, but they issued at 9% and the rate is much higher when you take into account Goldmans commission. More insider selling on Friday. The facts only point

[Lumberfeverlong]

Deferring half of the Cinven payment made sense for the company from a financial managment perspective.  Although they might have had enough cash to pay both instalments in Q4, they would have ended the year with about $50M to $70M in cash before the note issuance.  That is too low given the size of the company.  So now they deferred the second instalment for a couple of months when

[MegaBear]

This post has been removed in accordance with Community Policy

[ConfidentDD]

Yes to every one of your questions.

[Lumberfeverlong]

Post the underlying data if you it otherwise it is mere speculation.

[Shortingtozero2]

Much of the research is subscription based.  No one is going to hand feed you tons of research lumberfeverlong so that you can just cry "Short and distort"  "That is such BS"  "You must be a paid basher"  "You are on these boards 24/7, get a life"  (the most ironic statement, as it appears YOU are on this board 24/7)   You have

[ConfidentDD]

Do your own due diligence Lumber. You rarely if ever produce anything of usefulness to longs or shorts. Check your belt lately? - Mall cops don't carry guns.