Clayton Williams Energy (CWEI) OIL Message Board

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Gold/Mining/Energy : Clayton Williams Energy (CWEI) OIL

CWEI 131.90

0.0%

Apr 25 5:00 PM EST

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To: Buzz Mills who wrote (344)	2/3/1997 2:18:00 AM
From: Buzz Mills	of 1017

CWEI attacked on AOL thread by STKWINGUY There is a person who has posted a lot of negative comments about CWEI on the AOL thread. The foundation of his attack appears to be completely based on what CWEI did in year 1995 and before--he said the information came off the Motley Fool Board. I updated the tables, he posted that were Emailed to me, with current information asking that this updated information be posted back on the AOL thread. The person posting obviously doesn't have the whole story on CWEI and is ignorant. The body of his letter follows: 1) Sales DOWN each year 2) Profit Margin about the worst for an oil company in a growth industry 3) 1997 First Call Earnings estimate for the year DOWN 28% What else do we have to know? It looks to me like that nice big increase in earnings for the December quarter, and year ending December, 1996 is your last opportunity to sell out before the downtrend starts. With 1997 earnings projected to decrease 28% you can assume the future stock price will do AT LEAST as bad. The market looks ahead about six months and has already discounted 1996 earnings, and six months ahead doesn't look like growth to me. Some are asking what is wrong with this stock? Why isn't it moving? Why is the PE so low? NOW YOU KNOW! There are great growth companies out there, and this is not one of them. The following are company facts available from the Motley Fool:--Note from Buzz: I updated this adding in 1996-1998 and deleting 1991-1992 (CWEI went public in 1993)--I also added in the current estimates from the various brokerages. ____________________________________________________________________ Corporate Performance 1998E 1997E 1996E 1995 1994 1993 ..................................................................... Revenues ($Mil) 83.5E 70.8E 64.2E 49.3 49.5 59.6 Net Profit ($Mil) 11.7E 11.9E 13.6E -8.1 -8.5 0.4 EPS 1.27E 1.27E 1.78E -1.31 -1.50 0.09 Net Profit Margin (%) -16.4 -17.3 0.7 Analysts are not including any income from pinnacle reef wells in their estimates--discoveries as a result of CWEI's exploration will be additional income. > > Clayton Williams Energy (CWEI) Estimates > > 4thQEPS/CFPS 1996EPS/CFPS 1997EPS/CFPS 1998EPS/CFPS Rodman, Renshaw 0.58/1.34 1.56/4.90 1.13/5.25 2.05/6.35 Paine Webber 0.64/1.45 1.78/5.00 1.25/4.15 Hanifen, Imhoff 0.60/1.40 1.74/4.95 1.27/5.06 1.27/5.82 --------------------------------------------------------------------- Average 0.61/1.40 1.69/4.95 1.25/4.82 1.66/6.09

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