Post by
SidelineSitter on May 27, 2024 10:53am
So, what's wrong here?
I know it's not a sexy stock, but the numbers don't reflect what is happening here.
I'd like to hear opinions as to why we continue to slide backwards.
SS
Comment by
lscfa on May 27, 2024 5:38pm
The costs of the acquisition ($10M debt interest expense) hit eps immediately while the cost synergies of $35M will take another 12 months to hit eps.
Comment by
lscfa on May 27, 2024 5:41pm
Another immediate impact of the acquisition on eps was share dilution.
Comment by
SidelineSitter on May 27, 2024 10:22pm
I'm living another of these share dilutions with HBM. I wish the shareholders had a say when these are being discussed.
Comment by
lscfa on May 28, 2024 6:26am
The value creation is > the share dilution so it is an accretive acquistion but the value creation is lagging the share dilution.