Mr. Pink's Picks: selected event-driven value investments Message Board

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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: andrew krull who wrote (823)	1/20/1998 6:41:00 PM
From: andrew krull	Read Replies (1) of 18998

Dear Mr. Pink: Wondering about your opinion on SIR. Announced fourth quarter results today, looks pretty good. I got the red herring on Merge Technologies from H.C. Wainwright and read about the Sirrom note repayment with Warrants. I understand that your issue is with the stock price vs. book. It would appear that the warrants SIR receives are the crux of the issue. Could you comment further. Mr. Greenblatt filed a 13D on Freeport-McMoran Sulpher. Between Gotham and his personal holdings ownership is 7.14%. Any comment? Andrew

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