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#	AUTHOR DATE SUBJECT
7	member 8/19/18 4:12PM Re: Author Exit Recommendation 6
any parting thoughts on LCI? thx view available tags
4	member 2/14/17 10:24AM Re: Re: Shorting the Bonds? 2
The cash they generate will come down with time given the issues described. In the meantime, yes, they can deleverage. But will they? No. Ask the company--they want to grow the business. The follow up... login to read the rest view available tags
3	member 2/14/17 10:19AM Re: Shorting the Bonds? 1
Thanks for this. Correct, JSP is the owner of levo. zman460 responded to you on the bonds part. Let me know if you have other questions. view available tags
2	member 2/07/17 7:38PM Re: Shorting the Bonds? 1
It's bank debt on this one, no bonds. Yields like 8% so fairly expensive anyways. Bigvic - I haven't done a ton of work on this one and want to like the short. Don't they generate... login to read the rest view available tags
1	member 2/07/17 1:34PM Shorting the Bonds?
Really like this idea bigvic. I think the best part of the story (as you alluded) is that JSP owns the rights to Levothyroxine. If the Company breaks their 4.25x leverage covenant and the creditors see that they are... login to read the rest view available tags