$Y $Y.CA $Y.CN Canso notes
the stock is currently $11-$12. the whole thing is trading at 2x ebitda
at a 10 percent distribution yield all the retail world is owning them at 10x ebitda
if you take the digital part of the business out there's a similar business without the legacy print in the united states without the dominant market position and salesforce trading at 30x ebitda
our numbers even with very accelerated decline in print suggest that the debt will be repaid within 2-3 years.
http://lysanderfunds.com/2010/wp-content/uploads/2013/07/Conference-Call-2.mp3
http://lysanderfunds.com/2010/wp-content/uploads/2013/07/Lysander-conference-call-July-18-2013.pdf
Enjoyed this? Get more like it.
Glen's Musings — AI, investing, and building things. Occasional. Free.
Related Posts
- Yellow Media Limited Reports Second-Quarter 2013 Financial Results $Y $Y.CA $Y.cn
- How to make 25x your money in the next 12 months reverse scale trading yellow media $Y $Y.CA $Y.CN
- $Y $y.ca $y.cn Valpak® Inks Agreement with Canada's Yellow Pages Group, Launches Canadian Website
- Joel Greenblatt’s Special Situation Class at Columbia’s Graduate Business Program
- CANSO $Y $Y.CA On Yellow Media, FastForward to minute 17
Keep Exploring
Disclaimer: This blog post reflects the author's personal opinions at the time of writing and is not financial, investment, or legal advice. Glen Bradford holds positions in securities discussed on this site. Past performance is not indicative of future results. Do your own research and consult qualified professionals before making investment decisions. Some content on this site was generated or edited with AI assistance.