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The Brink's Company Message Board

analyst112 84 posts  |  Last Activity: Sep 10, 2014 1:44 PM Member since: Mar 30, 2000
  • analyst112 by analyst112 Jun 27, 2014 12:17 PM Flag

    If you subtract 2x current liabilities form current assets you get $6.65 of excess cash/share. The stock is selling at 5.5x EBITDA and 7.5x cash flow at $24.40. Capex is winding down after plant consolidations. UFPT is a sitting duck for a PE takeout at 8x EBITDA or $33/shr. In the meantime, we are building cash at $1.50/shr per year. If they get lucky and make a big acquisition, it could add $.70/shr to earnings.

    It is truly unfortunate that they do not buy back stock when it gets cheap like this. I cannot understand why not and I have asked them. Somehow they think they need more float.

    Sentiment: Strong Buy

  • Reply to

    launch for stock price

    by analyst112 Jun 23, 2014 11:35 AM
    analyst112 analyst112 Jun 27, 2014 10:26 AM Flag

    ORBC will have to depreciated the birds and this non-cash charge is a deduction from earnings. Cash flow will be up and strong and that is what counts.

  • Reply to

    launch for stock price

    by analyst112 Jun 23, 2014 11:35 AM
    analyst112 analyst112 Jun 23, 2014 1:32 PM Flag

    IDSY is not in their league nor is Skybitz or Numerex. Old tech-- ship location, train asset location and oil field assets, etc not amenable to cellular. ORBC also global footprint.

  • analyst112 by analyst112 Jun 23, 2014 11:35 AM Flag

    If you own this because they are launching, you are sure a dumb as. ORBC's new birds will be the most powerful, broadest coverage units in the sky. The business is growing 15%/year and Iridium is the only competitor. Iridium's birds are not new gen, It will also cost them $20 million each to get them up and so their costs will be higher than ORBC whose birds will cost $7MM each to launch. ORBC will be a big company with fixed costs so all revs will fall to the bottom line.

    It is frustrating that Spacex Falcon 9 is having so much trouble but better safe than sorry. (ORBC has launch insurance also)There is no question that they will be in orbit soon as they have priority loading. To buy this stock as a day trade on launch is just dumb. Are there that many stupid people out there?

26.13-0.38(-1.43%)Sep 15 4:03 PMEDT

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