ValueSlant Posted January 24, 2012 Share Posted January 24, 2012 Xerium Technologies (XRM) makes consumable products for paper manufacturers. Recurring revenue business, but highly levered and paper markets can be pretty volatile. Could be interesting as they pay down debt and value transfers to equity. Did an analysis here: http://valueslant.com/2012/01/24/xerium-technologies-xrm-recurring-revenueshigh-leverage/ ValueSlant Link to comment Share on other sites More sharing options...
17thstcapital Posted January 26, 2012 Share Posted January 26, 2012 Good timing and good writeup as always. Have followed this company since it was in bankruptcy but the debt load always scared me. Curious - why is the stock up 20% today? Link to comment Share on other sites More sharing options...
ValueSlant Posted January 26, 2012 Author Share Posted January 26, 2012 Good timing and good writeup as always. Have followed this company since it was in bankruptcy but the debt load always scared me. Curious - why is the stock up 20% today? Debt load also scares me given the volatility of the markets they sell to. Not sure why stock is up so much today, didn't see any news. valueslant.com Link to comment Share on other sites More sharing options...
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