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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (25465)12/5/2006 9:39:57 AM
From: Spekulatius   of 78742
 
MGS is an utility - they pass on their cost of NG to their customers. The gas comes from Argentina itself. I assume the whole industry is somewhat regulated. That's one of things that is holding back MGS. if Argentine continues to recover MGS is do well. For 440M$ EV, 15,800 km of pipeline and the infrastructure to supply 2 million customer should be way below replacement value.
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