CHILDRENS PLACE RETAIL STRS PLCE

June 15, 2014 - 7:30pm EST by

member

						2014	2015
Price:		48.36		EPS		$3.14	$4.08
Shares Out. (in M):		22		P/E		15.2x	11.7x
Market Cap (in $M):		1,054		P/FCF		21x	16.7x
Net Debt (in $M):		-195		EBIT		103	128
TEV (in $M):		859		TEV/EBIT		8.3x	6.6x

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#	AUTHOR DATE SUBJECT
13	member 12/10/15 7:05PM Re: Re: Re: Re: K+S responds to Potashcorp Offer.... 12
I don't have any current thoughts, no. view available tags
12	member 12/08/15 11:14AM Re: Re: Re: K+S responds to Potashcorp Offer.... 10
what would BHP be able to buy them this time around? wouldn't there be canada issues like last time. snarfy do you have thoughts on MOS? view available tags
11	member 10/07/15 1:35PM POT letter to K+S
Talk about K+S management snatching defeat from the jaws of victory. I shorted K+S at EUR 37 and covered at EUR 23 after POT walked away, but maybe I need to rethink my covering. If the... login to read the rest 1 view available tags
10	member 6/25/15 8:33PM Re: Re: K+S responds to Potashcorp Offer.... 9
The bull interpretation of this move is that it's a defensive one driven by BHP's renewed interest in acquiring POT, for which they could pay a big premium, sell of the nitrogen and phosphate assets,... login to read the rest view available tags
9	member 6/25/15 4:51PM Re: K+S responds to Potashcorp Offer.... 8
Seems like a big price to pay ($7bn) to control capacity at Legacy. view available tags
7	member 1/27/15 1:37PM Any thoughts on potash?
I thought the short thesis was pretty compelling and it has sort of played out in lower potash prices, though stock has held up. Any updated thoughts here? Sticks out as one commodity name that view available tags
6	member 3/31/14 1:18PM Update?
Any updated thoughts here? It seems like the EPS/pricing story has at least partially played out , with consensus now at $1.65 for 2014. Despite that, market doesn't seem to care as stock now trades view available tags

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