mpauls Posted December 31, 2014 Share Posted December 31, 2014 Company-Y in my annual letter to investors was CRH Medical. Link to comment Share on other sites More sharing options...
mcliu Posted December 31, 2014 Share Posted December 31, 2014 You're from Fernbank Partners? Congrats on your investment! Do you have any thoughts on the acquisition? The market seems to really like it. Link to comment Share on other sites More sharing options...
mpauls Posted January 2, 2015 Author Share Posted January 2, 2015 I hated the acquisition. Terrible deal for what were the current investors. I disposed of a lot of shares. I started buying around $0.28 with an average purchase price of about $0.40, so yes I did quite well. I will probably advocate for a spinoff of the core business down the road, but lenders would have to agree-which will be tough. Link to comment Share on other sites More sharing options...
mcliu Posted January 23, 2015 Share Posted January 23, 2015 Good to hear that, I didn't like the acquisition either even though it's worked out quite well for the share price. I'm surprised at how overvalued the shares are getting given how much the risk profile has increased. Guess the sell-side was pretty ecstatic about the acquisition on the call and may be pumping it to their clients now. Link to comment Share on other sites More sharing options...
KCLarkin Posted June 4, 2015 Share Posted June 4, 2015 Any recent thoughts? Jason Donville is very high on CRH but I get scared when I see a chart like this. Link to comment Share on other sites More sharing options...
ourkid8 Posted October 31, 2015 Share Posted October 31, 2015 Anyone following this story? Link to comment Share on other sites More sharing options...
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