Mr. Pink's Picks: selected event-driven value investments Message Board

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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: Mr. Pink who wrote (13307)	4/26/2000 2:29:00 PM
From: Mad2	Read Replies (3) of 18998

Welcome back! Concerning MERCS it seems to be too good to be true. Wrote down 22mil of problems related with paper mill assets in Q4 (discont. opers) and are having a smooth start up of Rosenthal (95% of capacity) in Q1 in a strong pulp market! Rosenthal should contribute 40mil per qtr in revenue, near doubling. MP, whose the analyst that pushed est's on MERCS from .6 to 3.5/share after the Rosenthal update and how credible is he in Your opinion. Assuming MERCS gets close to those numbers and I'm looking at the numbers correctly, this thing is a STEAL! Best Regards, mad2

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