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Strategies & Market Trends : Value Investing

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To: Don Earl who wrote (5944)	2/5/1999 4:34:00 PM
From: Joe Dancy	Read Replies (3) of 78476

I'd have to agree with Bill on the short term outlook for the oil industry - but I really am interested in the numbers on EGEO at your link - selling at a p/b of 0.3 and a PE of 4 with revenue growth of 70%+? Only thing I don't like is the debt - many a good oil company has sunk on its debt servicing requirements. The 3-d seismic is a very hot technological area, and while the description of the company is not specific if they have their finger in this segment they might do well on weak oil prices. How did EGEO grow revenues like this, by acquisition? I assume it would have to be - you can't grow that fast with internal generated growth. Do you have any idea whether they are into 3-d seismic and if so, in what capacity? (do they shoot the lines, buy the data, process the data, interpret the data, or all of the above?) Joe

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