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Participaciones del usuario Byron

Byron 13/08/20 14:31
Ha respondido al tema Cobas AM: Nueva Gestora de Francisco García Paramés
Copio un comentario de Seeking Alpha sobre los resultados de TGP. Me ha parecido interesante: Positives: 1. Adjusted ebitda of 192.3 mn, +19% yoy and in line with guidance 2. Distributable cash flow (to lp) 82.8mn, vs 74.5mn in 1q20 and 56.3mn in 2q19. 3. DCF/unit exceed $1 ($1.03) for first time (perhaps in history), coverage 4.1x 4. Full fleet fixture for 2020 (lng tce of 80.5kpd expected), 94% for 21 5. Reiterated no impacts by cargo cancellation or low lng price 6. Fy20 guidance reiterated: 765mm in adjusted proportional ebitda 7. Adj Net income +19% qoq, outstanding shares +6% (idr exchange), adj eps +15% qoq 8. Liquidity 306.3 mn (including 80m cf), down from 372.7m in 1q20. Negatives: 1. Slow than expected deleveraging in the quarter (consolidated net debt at 2642, lower by 10m, proportional net debt 1886.2, lower by 27.3), overall 37.6m debt repaid in quarter vs expected 300mn in year or 75m in quarter 2. Interest expense flat at 33mn, coverage (own ebit, ex equity income / int expense) 2.1x=> would have expect some decline Overall: 1. Clean quarter after quite some time 2. Deleveraging slower than expected 3. Cost control could be better, higher maintenances 4. 3q outlook: 2 lng vessels and 5 lpg to go for dry drock in 3q, expected to result in 4m additional vessel opex, 2m in lower voy rev, 3m lower equity income due to off hire days, remaining consistentCompelling valuation: 7.7x ev/fy20 ebitda (12%ebitda growth), 8% yield on 4.1x coverage 
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Byron 14/02/20 16:14
Ha respondido al tema True Value
Pues parece que hoy hay problemas con MTY -8%Y la nota es un tanto extraña: Montreal, February 14, 2020-MTY Food Group Inc. (“MTY” or the “Company”) (TSX: MTY) announces it has decided to postpone the publication of the fourth quarter results and the related conference call, which were scheduled for February 18, 2020, to a date to be announced. The decision follows certain allegations recently made by a purported whistleblower employee. While MTY believes that these allegations are baseless and frivolous,the board of directors, out of extreme precaution, will take the required amount of time to address the matter in the appropriate manner..The publicationsof the fourth quarter results is still expected within the regulatory deadline Se sabe que ha pasado con ese empleado?
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