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Subject:  Re: VRX - Some notes from recent news Date:  3/16/2016  10:07 PM
Author:  itconsultant Number:  24023 of 26255

thanks for posting.

What is the positive outcomes you see and what kind of price would you sell at?

Do you trust the revenues and numbers? GAAP numbers are horrible and Non-GAAP are like any other company that uses Non -GAAP. Might as well remove all G&A and Op ex too while at it?

Debt is huge. 10-15 years of FCF to pay it off. Not saying they need to pay it all off. but shows a level of debt. We talk about companies at 10-15x FCF. Here the Debt is 10-15x FCF!

FCF numbers are also not very clear. Not sure what it is for 2015.

Yes if they file the 10-K there could be a pop on short covering. Maybe as much as 50%. Who knows. Would that be the point to exit?

I had 2 investments in 2014 that were down 50-90%. I would have been better off selling them every single day after the thesis was broken.
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