I don't own it but I was thinking to initiate a position in the last 2 months. It seems that from the price of 40 there can't be much more room than 50-60% premium. It kinda worries me that the family wants to sell now, maybe some internal issues there, not much leverage here. I wish you both a very nice takeout offer of 9-12x EBITDA, an…
I don't own it but I was thinking to initiate a position in the last 2 months. It seems that from the price of 40 there can't be much more room than 50-60% premium. It kinda worries me that the family wants to sell now, maybe some internal issues there, not much leverage here. I wish you both a very nice takeout offer of 9-12x EBITDA, and of course it is sad to sell always a very good company you own. I might jump in at 40-45 in case the deal doesn't go through.
I don't own it but I was thinking to initiate a position in the last 2 months. It seems that from the price of 40 there can't be much more room than 50-60% premium. It kinda worries me that the family wants to sell now, maybe some internal issues there, not much leverage here. I wish you both a very nice takeout offer of 9-12x EBITDA, and of course it is sad to sell always a very good company you own. I might jump in at 40-45 in case the deal doesn't go through.