Mercer International (MERCS) Message Board

STOCKTALK

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 : Mercer International (MERCS)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JOHN F. MORGAN who wrote (176)	8/25/2000 8:03:43 PM
From: Mad2	Read Replies (2) of 196

I view MERCS as having a fixed capacity, excepting the opportunity to up Rosenthal to 350 with a specific investment. the real driver is pulp price. purpose of exercise is to do a rational analysis and optain the present value of future earnings to see what they're worth in the form of share price. In a case like mercs its more appropiate to put in the capacities with cost and revenue projections and peg growth at zero. share value with growth stocks(and less capital intesive industries) comes mainly from the growth component in DCF analysis. Not appropiate here. One thing not factored is when tax loss carryforwards run out (they've got a lot but it will effect, think they'll run out in 3-5 yrs) m2

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next