SuperMedia: Priced as Though Bankruptcy Is a Foregone Conclusion [View article]
Great thesis. Much has been side for the downside and upside case of this situation. IMO the debt has a huge possibility of being paid down given the allowance to purchase debt at market value rates, about 78% of par based on 3q, which is currently being negotiated with creditors as well. That is the upside argument.
The downside and what I find most troubling are the statements made by the former employees and applaud them for bringing to light the issues they find. Their opinions may very well be biased but should not be taken lightly. What we have here is a reason of concern to consider the future viability of the organization.
The main factors that must be considered which will make this a success are stability in sales which given the comments by previous employee comments needs major restructuring as well as restructured at a high rate which "it needed to be done yesterday." Time will be of the essence. Another factor is stable EBITDA margins in line with sales. This may call for further reductions to payroll and headcount but striving to keep high quality sale reps making huge improvements in the sales department. The last factor I believe many are familiar with is the pay down of debt. I am being repetitive only to bring to light the important concepts which were covered in the write-up by The Manual of Ideas. It is simply looking at the numbers, assessing the implications of what they mean, deriving an opinion and acting on it.
The Bottom Is in for Dex One Corp. [View article]
The Bottom Is in for Dex One Corp. [View article]
SuperMedia: Priced as Though Bankruptcy Is a Foregone Conclusion [View article]
The downside and what I find most troubling are the statements made by the former employees and applaud them for bringing to light the issues they find. Their opinions may very well be biased but should not be taken lightly. What we have here is a reason of concern to consider the future viability of the organization.
The main factors that must be considered which will make this a success are stability in sales which given the comments by previous employee comments needs major restructuring as well as restructured at a high rate which "it needed to be done yesterday." Time will be of the essence. Another factor is stable EBITDA margins in line with sales. This may call for further reductions to payroll and headcount but striving to keep high quality sale reps making huge improvements in the sales department. The last factor I believe many are familiar with is the pay down of debt. I am being repetitive only to bring to light the important concepts which were covered in the write-up by The Manual of Ideas. It is simply looking at the numbers, assessing the implications of what they mean, deriving an opinion and acting on it.