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Gold/Mining/Energy : Markatech - MKD (VSE)
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To: BlueIce who wrote (204)4/12/1998 1:12:00 PM
From: Ted Kosokowsky  Read Replies (1) of 416
 
Each time I do the numbers I scratch my head in amazement that this is only trading at $.15 per share, OK, .30 post consolidated. But this is now officially a real deal. Although I hate the consolidation, the consolidation alone doesn't give management more equity. It is the options that do. But the only way they cash in is if the share price goes up, which also makes me money. So the only thing I can do is get over it and move on.

The projections show that for every million CDs, 6 cents per share goes to MKD. So even if they don't get any outside orders, at a conservative 20X multiple, the stock is worth $1.20 .

This gives me that basic confidence to hold the stock. But the West Coast from Portland to Vancouver is a hotbed of music and software. The plant has a high probability of running at 75% capacity by year end, and experience shows that a second machine is needed by the end of the first year. It is conceivable that they could be at 12 million with a second machine by the end of their second year. They will not have the same margin, but that volume should still be able to show as much as $.50 per share net income.

You're right, that is speculative. But I am a speculator and these blue-sky numbers is what makes me excited.

Any comments?

Ted
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