INFUSYSTEM HOLDINGS INC INFU

March 17, 2016 - 12:58pm EST by

member

						2016	2017
Price:		3.35		EPS		0	0
Shares Out. (in M):		23		P/E		0	0
Market Cap (in $M):		80		P/FCF		0	0
Net Debt (in $M):		28		EBIT		18	0
TEV (in $M):		108		TEV/EBIT		6	0

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#	AUTHOR DATE SUBJECT
15	member 5/26/16 12:21PM Re: What is happening at Creston? 14
Hi RAB, The short answer is we are not sure and also surprised at the stock price performance. We see LTM EBIT of about 10m GBP with small net debt position so trading at about 6x... login to read the rest view available tags
14	member 5/26/16 8:15AM What is happening at Creston?
Andreas947, I would be curious to hear your views on Creston. The stock price continues to leak (some of which may be attributable to uncertainty regarding Brexit, although those fears should be easing yet the stock... login to read the rest view available tags
13	member 2/16/16 12:31PM Re: Re: Re: Re: Update 12
Golfer, I have to agree with your assessment thus far. It is disappointing that even after spending 8m GBP on acquisitions for YTD they have not been able to grow headline EBITDA. I would have expected... login to read the rest view available tags
10	member 2/15/16 2:55PM Re: Update 9
I would echo that. CRE is selling for < 10x run-rate EPS essentially with a debt free balance sheet. EV/EBITDA is 5x and free cash flow has been solid the past few years. Andreas947, in your... login to read the rest view available tags
5	member 9/24/14 11:28AM Organic Growth
Andreas, Thanks for posting. Interesting idea and definitely cheap on a number of metrics. One thing that I've been wrestling with organic growth/deteriorating profitability. I think the multiple changes quite a bit depending on whether you... login to read the rest view available tags
4	member 9/17/14 12:06PM RE: RE: ROIC... 2
Thanks for the quick reply. That's helpful. view available tags
3	member 9/17/14 11:18AM havas exit?
We are told that Havas exited its stake in CRE.LN in August. Sorry to have missed that. It does not change our belief here that a large player might eventually want to purchase these guys. view available tags
2	member 9/17/14 11:17AM RE: ROIC... 1
zzz, thanks for the very fair question. not sure that it is so much poor acquisitions but rather churn of the topline where organic growth has been supplemented by acquisitions and you still have flat revenues. to your... login to read the rest 1 view available tags
1	member 9/17/14 10:20AM ROIC...
andreas, Thanks for the idea. I looked at this one in the past, but it's been a while. My primary concern was that, although tangible ROIC was impressive, actual ROIC (i.e. GAAP) was horrible for this... login to read the rest view available tags

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