SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (51458)5/2/2013 11:59:05 PM
From: Spekulatius1 Recommendation   of 78748
 
100M$in EBITDA (2012) with a 1.1B$EV and 2.2x book is just too expensive for a deeply cyclical business like Answorth. While I agree that housing is recovering, I could easily see that all these mills starting up could overwhelm the somewhat increasing demand and destroy the margin for all participants.

This could work out very well or very badly and I have no way of telling. It's a pass for me.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News