ARCOS DORADOS HOLDINGS INC ARCO

July 10, 2012 - 7:44pm EST by

member

						2012	2013
Price:		14.90		EPS		$0.81	$1.00
Shares Out. (in M):		210		P/E		18.6x	14.9x
Market Cap (in $M):		3,129		P/FCF		N/A	N/A
Net Debt (in $M):		395		EBIT		290	355
TEV (in $M):		3,529		TEV/EBIT		12x	10x

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#	AUTHOR DATE SUBJECT
8	member 6/01/12 12:42PM RE: Private Placement 7
jhu2000 Probably more than you asked for. . . TPGI agreed to issue 8,695,653 shares to affiliates of Madison International Realty for $50 million ($5.75 per share), in a private placement. After reviewing the Stockholders’ Agreement that was... login to read the rest view available tags
7	member 5/30/12 12:33PM Private Placement
Any thoughts on the private placement ? view available tags
6	member 5/24/12 1:29PM RE: A couple other questions 4
MM In addition to the points made by Conway in his response, you should also note that simply applying a cap rate to aggregate operating property NOI and then subtracting the prorata share of property level... login to read the rest view available tags
5	member 5/24/12 8:42AM RE: A couple other questions 4
Hi MM, If you use an 8% cap on $45m of annualized NOI you'd arrive at a total enterprise value of $562m. In a simple analysis you'd then subtract pro-rata share of property debt ($457m; pg... login to read the rest view available tags
4	member 5/23/12 7:36PM A couple other questions
Solid write-up. A had a couple of questions. If we use your roughly 8% cap rate to get roughly $4 of value for the individual property valuations, how can the company-wide NOI be $45mm (capping the... login to read the rest view available tags
3	member 5/23/12 4:29PM RE: Update 2
Hi Skimmer,We followed the px move closely and could not see any negative news to speak of apart from the weak tape. It looked to us like 100k shares printed in the hole which caused... login to read the rest view available tags

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