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Mallinckrodt public limited company Message Board

  • my_honest_opinion my_honest_opinion May 13, 2014 9:49 AM Flag

    my 2 cents on MNK

    MNK has outperformed the NAS for the past month and it will likely go higher on multiple catalysts, imho:
    any/all of these could happen...just sit back and enjoy.

    1) bofa investment conference this week in Vegas w/ big fund mgrs
    2) possible add'l acquisitions that will be add to earnings
    3) wall st estimates getting updated for QCOR deal
    4) a larger pharma company pursuing the combined MNK/QCOR newco.
    5) MNK joins SP500 as a large cap stock
    6) large cap funds buy to keep up w/ its outperformance
    7) PE multiple expansion toward 20x, or $140+ based on $7/sh eps.

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    • +1 bump...low hanging fruit. Hang on to your shares guys as I think longs will be nicely rewarded in the not-to-distant future. Listen to the fireside chat carefully...loaded with great opportunities

      Sentiment: Strong Buy

      • 1 Reply to granicus007
      • i liked what I heard in the fireside chat. Reminded of a Q in that they meant what they said. there was no no double speak - old school belief in building through savvy moves and hard work, be honest. Buffett always says a key component is good management, and MNK clearly has that.

        and a shout out to Mark Trudeau - excellent confidence in your voice when you said that MNK is a predator, but the company team will listen to any super offers for the company if one comes along. that confidence was real - it is clear you believe in what you are doing and like your path forward in MNK

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