my notes $SPMD $DEXO $YLO non crisis pricing
yellow pages non-crisis pricing. tldr; EV/EBITDA should at least be 3.5x december 2009 spmd 856 EBITDA 2600 net debt $40/share 15.67M shares EV/EBITDA = 3.76 debt/ebitda = 3.0 Dexo 2009…
Dex One and SuperMedia Will Combine to Create a National Provider of Social, Local and Mobile Marketing Solutions
Dex One and SuperMedia Will Combine to Create a National Provider of Social, Local and Mobile Marketing Solutions Date : 08/21/2012 @ 7:00AM Source : Business Wire Stock : Supermedia…
Let’s call a shareholder meeting for yellow media click the link
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Yellow Media’s recapitalization plan hits snag
http://business.financialpost.com/2012/08/15/yellow-medias-recapitalization-plan-hits-snag/ Yellow Media’s recapitalization plan hits snag Barry Critchley | Aug 15, 2012 5:41 PM ET More from Barry Critchley Christinne Muschi/Reuters filesMarc P. Tellier, president and CEO of Yellow Pages Group. Twitter…
Yellow Media Q2 cash position concerns lending syndicate
http://www.newswire.ca/en/story/1021087/yellow-media-q2-cash-position-concerns-lending-syndicate Yellow Media Q2 cash position concerns lending syndicate TORONTO, Aug. 14, 2012 /CNW/ – Further to the press release issued by McMillan LLP, counsel for and on behalf of…
YELLOW MEDIA: EBITDA of $145M, I was predicting $142M. They came in at $286M when I predicted $282M for revenue. I was called optimistic and they CRUSHED my estimates.
http://glenbradford.com/files/Stocks/newsit_sedardoc2.pdf http://glenbradford.com/files/Stocks/newsit_sedardoc.pdf
YLO – 2 Spinoffs Tuango acquiert Promo du Jour et Deal of the Day Québec WagJag Acquires Deal of the Day
Tuango a annoncé l’acquisition des actifs de Promo du Jour. Pour en savoir plus, cliquez ici. Chers membres, Nous sommes très heureux de vous annoncer qu’en date du…
Yellow Media lenders appear in Quebec court to thwart recapitalization plan
http://ca.finance.yahoo.com/news/yellow-media-lenders-appear-quebec-190628581.html By Ross Marowits, The Canadian Press MONTREAL – A Quebec judge has postponed making any decision on an effort by seven banking creditors to thwart Yellow Media’s plan to…
YLO – Email to the Company’s Financing Committee
Good Day, Thought the plan you guys came up with was interesting. My interpretation is that it is so bad for most of the stakeholders involved that the intent…
YLO thoughts
Valid point. The reason the banks should get everything back at par is because if the company does not recapitalize, according to the current arrangement with the banks: The…