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.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Spekulatius who wrote (25866)1/30/2007 4:16:54 PM
From: Keith J  Read Replies (1) of 78661
 
Spekulatius,

I somewhat disagree with your assertion. Using VLO's latest balance sheet and assuming a $13k/barrel value for the refineries, I only come up with about a 5-18% undervaluation (depending on whether the goodwill is worth anything or not).

KJ
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext