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Our calculation of a quarterly loss is reflected by reported CFFO of $145.7m. CBI drew mk outlet on its revolver, increasing total debt from $1.84B in Q4'13 to $2.034B, enabling it to report a flat cash balance. The reality of CBI's business without the Shaw adjustments leads PP to initiate CBI with a $37 price target, or 49% below the current share price.(click to enlarge).
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