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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (4474)	7/24/1998 7:46:00 AM
From: valueminded	of 78702

Jim Part of your evaluation depends on the value of the inventories. What do you make of the lawsuit (announced yesterday) by the other Uranium suppliers to limit the government from augmenting the Uranium inventories of USU ? Seems like a big unknown in your valuation equation. Also, what is source of the $17-$18 buyout number? Finally, it is very common for spinoffs and IPO's not to price the options right away. They are often priced within 3mo to 12 mo afterward. Look at ICBC, OTL for example. BTW I appreciate your commentary on value and the discussion on USU. I am now investigating and will report if I have anything new to add. Last question (different topic) but still in the realm of value investing. Seems as if NH is really taking it on the chin as of late. What are your thoughts ? I figured I had achieved a good entry at 18.5 but it appears to have significant downside potential from that point.

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