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Gold/Mining/Energy : Calian Technology a Company with infinite growth potential

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To: Robert Bachynski who wrote (33)2/12/1998 7:57:00 PM
From: 4finger  Read Replies (1) of 132
 
Thought maybe you guys could use a break from each other so I'll throw my 2 cents in.

1 My inquiries (albeit preliminary) have turned up strong endorsements of management. I know you guys are pretty frustrated with them, but the likes of Tony Griffiths (Fairfax Financial) as strategic advisor will win some fans in the investment community if anyone is watching.

2 Hard to argue with the balance sheet. Isn't the total market cap somewhere in the neighbourhood of current asset value? Holly value batman!

3 The analyst coverage is likely to improve in 1998. Apparently Midland (again) & TD Securities are sniffing around.

4 In the spirit of optimisim take alook at CGI Group (GIB.a on TSE)
Seems like a decent comparable (business description wise). Market cap $1.8 billion on annualized revenue of $475. A couple of analyst fell in love with it early in 1997 at $3 and today ..... $35. Hey I'm not asking for miracles but a nice double or triple seems reasonable, no?

On the negative side,

1 Yeah we may be the only three people in the world who are watching. We might have the greatest value/growth combination in the world but if no-one else knows about it so what? I think our patience will be rewarded. Hey you tell two friends and ........ and in no time we could have those lowly 8 milion shares changing hands at a furious pace.

Just my 2 cents like I said. I know you guys have been at this for a long time so maybe this all a rehash of old old news to you, but I'd be interested to hear you thoughts. There are a few savvy folks over on some other threads that I'll try to engage in our little debate who knows maybe we can get this doggy rolling.

Cheers,
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