McLeod, Inc. (MCLD) ---- IPO Message Board

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Technology Stocks : McLeod, Inc. (MCLD) ---- IPO

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To: Doug Bean who wrote (588)	5/5/2001 5:23:51 PM
From: Spekulatius	Read Replies (1) of 1418

I have been looking into MCLD as an investment but I do not have a clear idea what this company is going to look like in a few year. Clearly, revenues are ramping fast but the EBITDA margin is less than 10% of revenues and does not appear to be rising. With EBITDA margins much less than 10% I cannot see how MCLD can pay its interest and keep investing in its network. With free cash flow strongly negative, I do not think that they have enough cash and furthermore, i am not sure if their business is able to generate shareholder returns at all. When and how does MCLD intend to improve the EBITDA margin?

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