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2014 was not a good year for our investment thesis in Cenveo, which depends on something of a virtuous cycle of operational improvements and deleverage to ensue. However, this is mostly due to one-off factors. Without a mishap, the coming years look to be better, especially if the company manages to engage in asset sales […]

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Shares in Cenveo slid lower from $3.80 in July to $2.40 now, almost in a straight decline, taking the shares into deeply oversold levels. We couldn’t find many reasons for that, Q2 figures were somewhat disappointing, but these were marred by a host of one-offs. Management is convinced they’re still on track to make full […]

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