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Strategies & Market Trends : Value Investing
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To: Jyoti sharma who wrote (3054)1/16/1998 2:54:00 AM
From: Paul Weiss  Read Replies (1) of 78659
 
Jyoti-- I'm hoping you can offer some insight on TWSTY. That it is trading at roughly 1/2 of book value qualifies it as value (and makes it interesting). My take is that the company has been bleeding since inception, and thus the low price to book. Apparantly cable entered the UK market behind satellite and has had an uphill fight to gain market share. Recent numbers would indicate that TWSTY is still losing (spending?) a great deal, but that gross revenues are expanding noticably. So.... do you see a value here? Regards, Paul P.S. The story reminds me of TCOMA before the market re-discovered cable: large losses on infrastructure build-out, nobody wants it.
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