This is from LOCO's last cc.
Pro forma net income guidance for 2015 has based in part on the following annual assumptions. We expect system-wide comparable restaurant sales grow of 3% to 5%. We expect to open 16 new company-owned restaurants and expect our franchisees to open 11 new restaurants.
For the company-owned restaurant, development this year will be back half weighted. We're very pleased with the sites we have lined up for 2015 with most new units expect to open in third and fourth quarter.
As of the today, we've open one new unit in 2015 with one under construction and 2015 and permitted and fixed under Letters of Intent. We expect restaurant contribution margin are between 21.7% and 22%.
We expect G&A expenses of between 8.2% and 8.4% of total revenue and we expect adjusted EBITDA of between $56.5 million and $59.2 million.
loco has an ev value of 1.2 billion 1,200,000 / 60,000,000 (I used high #) = a 20X.
Levy has a current ev of approx 750, 000,000 / 65, 000,000 (projected 2015 ebitda) = 12.
Loco has already benefited form being public and has already opened some restaurants.
Give LEVY 1 year and lets see what happens.
Hoping for one more pullback on the warrants to grab some more.
When all the overhang is gone and TACO is trading I beleive 20 is on tap that gives the levyw 150 to 200 upside.
Long term they could see LOCO valuation and stock could go to 25 thats a 4 bagger for levyw..
In case post 1 was rejected do to th elink.
go to seeking alpha Danes sa article, I posted the link there it is loaded with great info and the debt and share structure post merger.
you can also try levyacquitisioncorp figure the ending 4 charatcers
I am going to post twice, this one has the link
The shows a few links one is the presentation loaded with great info most importantly the final structure wuth shares and debt.
Ozark you make great points but until then weak hands will be selling and traders will be doing their thing.
I own a small core and trade around but will hopefully have a full tranche by july.
You obviously need to learn how to read.
IT says something about $10 but not that, try again..
Oh yeah A.C Moore bought 1.5 million shares one of the smartest small buillionaire hedge funds is out to lose money, I don't think so.
He made a post the other day but no photo still incognito, maybe he is the masked avenger or green hornet or maybe the man of 300 links to no facts just a big maybe.
MeisterG just yells and posts useless links, nothing factual..
He is a cyber bully and needs a dope slap.
Thanks I was hoping you could add some color to this.
I didn't think about i forex hedges...
It is trading at a fraction of LOCO and if you followed Loco you know I was her until 32 and sold, it got a little top heavy. Anyway in LEVY heavy on levyw and a few on levy worth 20 and still well under all recent ipo restaurant metrics.
Bash me but if you are on that does do some follow up go to seekingalpha two great articles about the deal.
Truly an opportunity not pumping just passing some intelligent info.
The US$ increased to the Euro so did they pay in current euros which means they paid considerably less ?
God this reads like Beach / Peach will you stop it, you are embarrassing yourself.
Will have to stay in his old box under the bridge.