MERUS LABS INTERNATIONAL INC T.MSL

Friday could be a bottom

[peter75]

the way Msl moved yesterday should be the end of the down turn
i can't understand why abig investor would sell off unless they are averaging down from the bought deal
my guess is that's what has fappened
it will be interesting to see when the news comes out
my guess is averaging down the cost

[Moneyday0]

Forced selling necessary for etf's, mutual funds, hedge funds, investors and others repositioning quarter and month end trades, sell off in sector (wanna be Hilary and idott mr 5500% drug price increase) German price quota restraint still outstanding though no decision for almost another year, then add on the prospectus overhang for perhaps may be kinda coud be purchase (BIG UNKNOWN) but still

[Craigbad]

The market landscape had totally changed in the last few days. With the recent pullback in large cap names msl is now trading at 3-4 times the valuation of cxr and vrx. Small cap speculative names are likely to get pounded in this environment.

[lscfa]

Lying p.o.s. ...... Cxr forward p/e 7.5.... Vrx forward p/e 12.3.... MSL forward p/e ~ 5x MSL 2016 guidance $35 million ebitda before any acquisitions $40 million in cash buys $8 million in ebitda in additional acquisitions (at 5x multiple) $65 million in debt X 6% interest rate = $4 million in int expense Negligible tax rate in luxembourg => $35 + $8 - $4 = $39 million in cash earnings

[Craigbad]

I am not using blue sky scenarios iscfa which you seem to be, but you could make them up for any company. Thompson reuters has over 20 and morningstar shows over 30!!!!!! Where are you getting your numbers?

[lscfa]

Craigbad you moron. All of these companies have a ton of intangible assets they are amortizing against revenues making accounting earnings a gross distortion from economic earnings and cash flows. Thompson Reuters accounting earnings. That is why any credible analyst is using ebitda multiples to value these companies.

[curiousbuild]

Craig only refer to SEDAR filings.. stop being website investor asap.. you may burn your account with any company you may invest.. jm 2 cents CB

[Craigbad]

I look at everything curious build and am quite satisfied with the way things are going. I already explained all the reasons the stock was going to be under pressure including choppy markets in september and bay street sentiment. I don't see a catalyst to turn this around anytime soon and don't plan on getting in the way until it gets to the technicals turn or there is an acquisition. I

[curiousbuild]

congratulations finding negativity in my post. kudos to you.. smfh CB

[lscfa]

[lscfa]

This post has been removed in accordance with Community Policy

[mjh9413]

Came here to post that lowering of drug costs will not prove to be such a factor in USA and basically unaffected in Europe (gee, doesn't Sintrom sell for 7c a dose and, more than this, the other newer blood thinners are running into litigation in USA as well as having MUCH higher selling price. Only Enablex outcome is uncertain.) Must add however i do not see logic in first post on this