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 : Pixar Animation

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Linda Kaplan who wrote (2250)4/5/1999 2:56:00 PM
From: Adam Nash  Read Replies (1) of 3261
 
It's me again. I don't know why people stress about PIXR stock so much. I figure they must be day traders or something.

The way I figured the numbers about 18 months ago, was that in 1999,
I expected Pixar to reach the 40s, maybe 50s. If you crunch the numbers for revenue/earnings/cashflow for the next 5 years (oops, I guess that's down to 3.5 years now) you can see that Pixar is likely going to be worth ~$90/share in a few years. That's a 30 P/E on $3/share earnings.

I'm rounding an awful lot, but you get the picture. So far ABL beat my expectation of $150M domestic Box, so I'm still comfortable with my numbers.

I also projected $150M for TSII, but that remains to be seen.

- Adam
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext