SI
SI
discoversearch

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.
Technology Stocks : EXLN - Excelon
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Keith Monahan who wrote (754)5/15/2001 3:33:10 PM
From: Keith Monahan  Read Replies (3) of 811
 
What a difference a year makes. I was looking at the 10-Q filed today which included segment reporting for the first time. For Q1 2001 the Object Design business had operating income of $2.4 million and the B2B business had an operating loss of $6.9 million. So after all the excitement generated by the B2B side last year, it now appears the value lies with the Object Design business.

Assuming a flat year for Object Design, earnings will be around $10 million or 34 cents a share. That gives EXLN a PE of around 6.5 if you exclude the B2B business.

Given past history, lets assume a PE of no more than 10 is warranted for the Object Design business. This would still imply upside in the stock price of around 50% from current levels and you get the B2B business for free.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News