MikeyMcDermott
Oct 6, 4:12 PM
$RXO $PTC $OPCH all getting taken out at healthy EBITDA multiples. Strategics addiing in lots of revenue/cost synergies into the math. Not exactly "loved" industries either - freight broker, software, long term care facilities... i really can't understand why
$LKQ trades at like 6x EV/EBITDA --- I know its got some problems, but the discount is MASSIVE. No way a PE firm can't make awesome IRR even if they pay
$40/share (around the 200 period weekly MA) and ~10x EV/EBITDA. Massive FCF for next 3-4 years; sell keystone/Europe once they are in better shape. Not really a heavy lift re valuation at 40/share imo. Totally fucked off situation nonetheless.
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