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researcher59

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Re: abh3vt post# 40901

Friday, 11/10/2017 10:39:52 AM

Friday, November 10, 2017 10:39:52 AM

Post# of 112733
SQBG (1.45) is now priced as though bankruptcy risk was significant, although that doesn't seem to be the case at least through 2018 .... but my concern is a downward spiral in brand values and licensing royalties despite management guidance for revenue growth in 2018. They seemed unrealistically optimistic on the conf call.

Competitor ICON is in serious trouble, with debt coming due early next year. S&P downgraded the bonds to "CCC" recently when they lost Walmart. There are some interesting articles and discussion on Iconix's options to deal with its debt crisis on SA -

https://seekingalpha.com/article/4122807-assessing-iconix-news-stock-drop

https://seekingalpha.com/article/4119078-iconix-brand-group-paths-forward
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