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.
Non-Tech : ZOLT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: flyguy who wrote (128)2/10/1997 6:13:00 PM
From: Todd King   of 970
 
Flyguy.

Thanks for the information. I agree with your comment that Hexcel seems to be very well positioned.

At 1.2x sales, current market value discounts about 80Mlbs of fiber sales at $5/lb. Personally, I am a bit surprised at the premium Zoltek continues to commmand, given recent sales of CF businesses, particularly RK Fibers which is targeting very similar markets.

I think that we are of the same opinion regarding Zoltek valuation. I would like for a Zoltek bull to lay out why the stock is fairly valued or undervalued. Perhaps I am missing something.

Todd
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