company will get new financing,obviously, issuing new shares at 5.5$ imo, selling new stock at inflated pps, therefore current pps will be crystalized, OXGN likely to issue 10-15mln shares at 5.5$ pocketing in 55-85mln$ and securing all money needed to weather lenghty and costly ph3, may find a partner (Roche) and getting huge milestone payment, therefore no hope for those waiting for 3-4$ again in the short term, pps will keep rising, then all depends ultimately from the clinical results of Zybrestat and Fda decisions, but pps is imo destined for greatness!
no net debt after canada asset sale Worth 6bln$, a lot of restructuring potential by shrinking non California and other core market operations(selling non core assets and underperforming stores may net at least 3.5bln$), still assets to sell (including HAWK and CasaLey Sa Worth at least 5$ per share or 1.3bln$) ebitda stable at 1.6bln$, a PE firm may buy SWY with 6 bln$ in debt (leverage less than 4) should I write more? Cerberus may buy for free Seaway, with 5bln$ owned initial capital + 6bln$ in debt may buy the Whole co and receive 5bln$ in extradivy (in order to repay its original investment) due to assets sale and restructuring benefits, Seaway left with core assets,less costs and more cash flows and ebitda more than 1bln$ may afford to repay debt originated by LBO. SWY is ideal for LBO because owns no debt, commercial real estate is hot, deal may be closed imo next week
I don't think deal will be closed in the we, may be we should waiting for next we, PT North of 45$ anyway, if pps offered by Cerberus or Others too low no sale and back to 32$
While Safeway biz Worth not less than 10bln$ net of debt and taxes, easy 11.20 / 243mln shares f.d. basis gives me at least 46$ per share,but it's a conservative estimate given that I'm factoring in ebitda multiple @ 6.25x maybe with a 6.5-7x co. may fetch higher valuation up to 11bln$ or 50$ per share
not less, easy +30% imo too much discount to sum of parts, ebitda 1.6bln$ *6.5 = 10.4+1.3( asset sale-distribution spin off ) - 1mld$ taxes easy 47$+ imo
easy money here,only the sale of mexican assets and spin off distribution will likely be Worth 6-7$, add to this value 41$ fair value according JPM and we have 47-48$, it's ideal for private equity because of its restructuring potential and steady ebitda
approved with blackbox
if bad news out this will tank to 1$!!! hope not but funds are limited,FDA should seek for new trials again. Massive dilution unique consequence. FDA panel vote excellent but FDA is unpredictable!!!
wake up, company was financed 2 weeks ago, according to you those who financed it are so stupid? they made due diligence,company plenty of cash, that's the truth
imo reading last pr, a great deal at this pps
another ws total no brainer
1.3bln net cash!
you can bet about an upcoming going private transaction proposal or extra divy, or a huge gamechanger acquisition!!! Absurd absurd undervaluation,should be at 6-7$,at least!!!
easy .90 eod imo
pps too low,with all that cash! easy takeover or reverse merger target imo,smart investors are buying shares!