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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (31498)	5/1/2005 6:49:16 AM
From: nonrev	Read Replies (1) of 110194

Hi Russ, Looking forward to that illustration..... Should be very interesting "when one looks at enterprise value (substracts working capital). In otherwords, when one does the new EV after the prices have been halved, the value of the often improved deposits has shrunk to levels that can only called nominal. This sector desparately needs an industry generated munch to demostrate this. If the industry won't do it, then a T Boone Pickens type (takes a controlling position of 10-20%) should do it. That's the catalyst (surprise) that will revigorate these stocks. One should look case by case, but perhaps I can illustrate some when I get back." Thanx nonrev

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