CCCS CCC Intelligent Solutions Holdings Inc

$CCCS also skipped Citi TMT and Goldman Communacopia like $ACVA . Also, CCCS was subject to M&A with $CPRT named as potential partner with PE firms. Helps with HSR review with CPRT just being capital partner? Market appeared to like rumor re CPRT price action on August 18/19. Adair talking about making more investments in tech services... CPRT still has lots of cash to deploy...

$CCCS 16x 500m EBITDA $8 billion EV less $1.1 billion net debt ... $6.9 billion equity value divided by 615 million fully diluted shares. $11-$11.50 zone imo. about a 50-60% premium from here.

$CCCS Sell the news! ... No confirmed acquisition price yet, no definitive agreement announced in the PR, acquisition discussions have been circulating since July 🥱

$CCCS in play. Looks soon (silence from them...) . Once CPRT, ACVA deal closes next week? $LKQ strat review -- no info and stock just gets crushed everyday. CCC/CPRT/LKQ very connected. CCC the better biz vs LKQ ... but LKQ is very cheap ... 6x EV/EBITDA. PE can probably carve out 300 million costs. CCC deal puts to bed the narrative of ADAS if CPRT pays for it. Makes sense for them imo.

$CCCS “Copart intends to fund the transaction (ACVA) through cash on hand, maintaining sufficient balance sheet flexibility to continue pursuing organic and inorganic investments.”

$CCCS 👉 8 BUY OUTs in 8 Months ... I Will Almost Guarantee It !!!! EIGHT, or more, of the following of my Special Situation Stocks will be Bought Out: 1) SLS 2) INBX 3) PRTH 4) DDI 5) MNRO 6) RYAM 7) CRTO 8) GFL 9) $IMXI 10) QGEN 11) PBI 12) $BVS 13) $ASH 14) CCCS LIKE & FOLLOW Me 👉@Mike22332233 for the latest updates on each !!!