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Strategies & Market Trends : Value Investing
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To: peter michaelson who wrote (7678)7/6/1999 11:51:00 PM
From: jeffbas  Read Replies (2) of 78516
 
Peter, I think if you read all the posts and references on the GZSP
SI thread, plus all of my posts on GZSP on the Yahoo GENZ thread (no separate thread) you will be fully informed.

I particularly recommend the roadshow verbal and slide show which is one of the URL references on the GZSP thread and the prospectus. Collier's roadshow presentation will leave you scratching your head as to the current price.

My latest post on Yahoo is the best statement of my view on the valuation:
messages.yahoo.com;

The surgical device business IS worth double the current price and the biotech business with $150 million cash IS worth more than zero, even if it may cause the company to lose up to $10 million each quarter this year. (Note, the roadshow presentation forecast 15% sales growth this year and 20% next, with profitability in 3 years and cash flow positive before then.)

The key technical short term issue is what market clearing price is required to take care of all the stock that institutions that got it as dividends do not want. My estimate based on the GZMO trading last year is that it will be seen within two weeks and within no more than 1/2-1 point of here. I think there is even a 25% chance that 3 5/16
was it today, but I doubt it.
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