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: Oblomov who wrote (33374)1/28/2009 6:11:50 PM
From: Jurgis Bekepuris  Read Replies (1) of 78656
 
Oblomov,

Thanks for heads up on SEPR, but it's not very enlightening to claim that "it was trading just a bit over BV+cash today", since BV already includes the said cash. :) Yes, it was trading at about 2xBV, where BV includes quite a bit of goodwill too. And most of its cash is offset by convertible subordinated debt, so it's not really very cash rich. ;)

It may or may not grow 50% in 2009. It did not do so in 2008. Sales grew less than 10%, while growth in income is 10x, but that's because of losses in 2007.

As I said before, SEPR may be a great investment for person knowledgeable in biotech. It is not an attractive investment for me. :)
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