Dec. 15 at 7:10 PM
$KLC started adding today, its been on my radar for a little while
More analysis to follow, but here around
$4.5 (i am using longer dated options to gain convexity to the upside) i think we can realistically see
$6 in 12 to 18m... Shooting for roughly 9.5x pe
They have a lot of debt but i like buying this at
$500MM with 70% still in (swiss) private equity hands