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Alimentation Couche-Tard (ATD)
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Ça évolué....
http://issuu.com/convenienceandcarwashcanada/docs/macs50yearsbook
191 Dépanneurs en vente ! P-t bien le prochain achat de notre hibou
http://finance.yahoo.com/news/pantry-announces-first-quarter-fiscal-120000853.html
d autres achats en vue
Selon l'analyste, le marché des transactions s'activera bientôt.
«Nous continuons de nous attendre à ce que Shell Canada se départisse de son réseau dans l'Ouest du Québec», a ajouté M. Howlett, «et à ce que Chevron se départisse de ses magasins en Colombie-Britannique. Il est plus difficile d'évaluer les intentions à long terme de Suncor en ce qui concerne les sites de Petro-Canada.»
sur canoé
http://lesfrancstireurs.telequebec.tv/episode.aspx?id=151
http://affaires.lapresse.ca/economie/commerce-de-detail/201503/10/01-4850957-lacquisition-de-the-pantry-par-couche-tard-est-approuvee.php
Le terrain de jeu de CT est maintenant la planète !
Except for the
financing of the acquisition of The Pantry, which is discussed at the
beginning of this report, we expect that cash generated from operations
together with borrowings available under our revolving unsecured credit
facilities will be adequate to meet our liquidity needs in the
foreseeable future.
Our revolving credit facilities are detailed as follow:
US dollar term revolving unsecured operating credit D, maturing in
December 2018
On May 16, 2014 , we amended our term revolving unsecured operating
credit D to increase the maximum amount available from $1,275.0 million
to $1,525.0 million , an increase of $250.0 million . On
February 25, 2015 , the Corporation amended this credit facility once
again in order to increase the maximum amount available from
$1,525.0 million to $2,525.0 million , to extend its maturity from
December 2017 to December 2018 and to include an accordion feature
allowing the Corporation to have access to an additional
$350.0 million , if required. No additional upfront fees were incurred
in line with those amendments. No other terms were changed
significantly.
As at February 1, 2015 , $588.5 million of our revolving unsecured
operating credit D had been used. As at the same date, the weighted
average effective interest rate was 1.04% and standby letters of credit
in the amount of CA$2.2 million and $30.2 million were outstanding.
http://www.cspnet.com/mergers-acquisition-growth/mergers-acquisitions-news/articles/couche-tard-march
un extrait:
"You know us, we're not wasting any time," Brian Hannasch, president and CEO, said at the start of Alimentation Couche-Tard Inc.'s fiscal 2105 third-quarter earnings call on March 17. "As we speak, I can confirm that our teams are already actively not planning, but implementing our integration plans and realizing synergies for The Pantry."
Et ici le début de l'intégration mentionné dans l'extrait:
http://www.cspnet.com/mergers-acquisition-growth/mergers-acquisitions-news/articles/pantry-announces-layoffs
Le transcript de la CC d'hier:
http://seekingalpha.com/article/3008506-alimentation-couche-tards-ancuf-ceo-brian-hannasch-on-q3-2015-results-earnings-call-transcript?part=single
Michael Van Aelst
Next question, third quarter fuel margins hit a record high and I
don’t think any one expects them to stay up at that level, but they have
also been steadily over the past five years on a cents per gallon
basis, what do you see as the drivers for this trend and is there any
reason to believe that annual fuel margins on a cents per gallon basis
and net of credit card fees would retreat to the levels of three to five
years ago?
Brian Hannasch
I would never say something couldn’t happen. So I don’t believe – I
don’t see them going back to historical levels for a sustained period of
time, because I do believe there are some structural reasons for higher
net cent per gallon basis than we saw in the past. One just reality,
the cost in the industry continue to rise, both wages, just general
inflation, legislative requirements, investment requirements in the
sites, our industry is still dominated by independents and that channel
is largely losing tobacco sales and also losing fuel gallons. So
everything else being equal, they need a higher unit margin to provide
an adequate return on investments.
And then finally, the majors have exited most of the US in the past
five years and that’s brought mortgages and loans and everything else to
the buyers and so we see those players that acquired those assets
needing higher margins to service that debt and generate a return. So
again, we think there is some real structural reasons that we’ll have
them be higher than they have in the past, although volatility is just a
reality in fuel margins in the short term.
http://www.csnews.com/product-categories/foodservice/pantry-hops-qsr-express
L'action de couche-tard s'approche d'un prix raisonnable.
Qu'en pensez-vous?
Près du 40$ ça serait très intéressant.
Une Facon d'acheter à 40$ ou récolter la prime sinon !