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.
Technology Stocks : ACLY- ACCELR8. Year 2000 Stock
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mr Logic who wrote (1410)7/30/1998 1:02:00 AM
From: Albert Mou  Read Replies (1) of 1518
 
Patrick,

I just read your really very rational appraisal for ACLY's stock value, which I re-quote as below. I have a question - why ACLY? why not KEA? why not CPWR? Can you analyze it in the same fashion for how much it worth on KEA and CPWR?

A mistaken hedge owner (long on ACLY, short on <guess what>, p.s. just realize the major mistake that ACLY was a penny stock only 2 years ago, but, but....why? why cruelty on my stock?)

======================================================================

Valuation: Tom Geimer predicts $12m for 98 & $20m for 99, total $32m revenues. At
50% NET margins call that $16m in earnings, or $2/share.
The non-2000 business is about $600k pa REVENUES. Say 30% NET margins for
$0.025/shr, give that business a PE of 40 (I'm trying to be optimistic here) and the
underlying business is worth $1. That's $3 total value for the business - where does the
other $7 come from?!

Maybe the y2k numbers work out twice as good as Geimer predicts, and give the
underlying business a PE of 80... that still only gives us $6/share. (ha! so, you will call current price a fair value?) I can't imagine how
anyone believes there is upside given these (public domain) numbers. If it pops to 20 I
will definitely be short again!
Patrick.

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