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Biotech / Medical : Imagyn Medical Technologies (imti)
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To: MedicineMan who wrote (199)7/8/1998 10:16:00 AM
From: Gabriela Neri  Read Replies (1) of 228
 
I dont enough about the true value of each of the operating businesses to answer you question. All I can tell you is that I am trained as a credit analyst , with a specialty in distressed investing. This company has a capital structure which is incompatible with its cash generation capability. Looking back, a lot of very bad business decisions were made. Incredibly bad business decisions. That will be solved through a restructuring (I am granting the company the assumption that it will not be liquidated), whereby the debt holders will receive most of the equity (probably about 90% of the company). From there, in order to understand where the value is and in which operating divisions they will concentrate on, I have no clue because I would have to do a lot more detailed analysis. I will not engage in that effort because I am finished with this play. I will revisit it after the restructuring and after the current management is thrown out(if that ever occurs).
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