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Strategies & Market Trends : Value Investing

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To: - with a K who wrote (17993)	1/9/2004 10:01:30 AM
From: Spekulatius	Read Replies (1) of 78464

I am just reading a JP Morgan report about TZA - beyond the Unefon issues, I see that JP Morgan adjusts the revenue number supplied by TZA by subtracting barter sales and other items to get a "Cash" revenue. Also EBITDA is adjusted quite a bit of as well as a consequence of this. The barter sales have been growing YoY by 60%. As an investor, one better understand the books of TZA very well, these things are red flags, as is the Unefo loan issue. My suspicion is that the outrage about the loan will also lead to more scrunity with TZA'a bookkeeping.

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