YEEHAW CANDIDATES Message Board

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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Ken W who wrote (4974)	3/29/2004 1:18:24 PM
From: Sergio H	Read Replies (2) of 23958

BEL is taking a hit this morning on news of delayed contract work. This stock was added to our folio by WITH A K. Considering his post, Message 19962679 let's drop the stock for now. Everyone agree? SCR.a is getting some favorable attention. moneycentral.msn.com Comments received from a private posting about the above write-up on SCR.a: <'Sea Containers’ interest in Orient-Express Hotels is worth around $250 million today, versus the total value of Sea Containers of just $425 million. If the company sells OEH for around $400 million, as appears to be their target, the implied market value of the rest of the company would be just $25 million. They made far more than that just in their container business last year. Of course, OEH isn’t worth $30 yet." This part is incorrect however, the 425 million is based on OEH value of 250 million. If sold the value would be an additional 150 million which would make the value of SCR.A 175 million not 25 million. Technically, it would reduce the debt accordingly and make the stock that much more attractive because of the lessor debt.> CRNS earnings are coming up. Chart is at critical make it or break it point. It's my biggest holding at the moment.

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