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Gold/Mining/Energy : GEAC.....Canadian best kept secret -- Ignore unavailable to you. Want to Upgrade?

To: micromike who wrote (917)	11/16/1999 1:33:00 AM
From: Sultan	Respond to of 1571

Run rate simply means total revenue for the year, typically extrapolated from the latest qtrly revenue. At least that is how I use it.. My question here had to do with GEAC + JBA revenue, projected for the year... If any one had a ready number.... I agree about analysts being a bit pissed. I was listening to some guy on a week end show and he did imply that GEAC might be a dead money for a while because of JBA related charges that came as a bit of surprise. Longer term he was bullish. However, if the technology sector continues to be strong and based on CEO comment re. 30% growth rate into next year, this stock should recover rather quickly. They are generating enormous amount of cash and sooner or later they will list on nasdaq or nyse... No matter how you slice it, the price will go up from here. High in 1998 was around 65, I think.. I predict we will break that in 2000 but I'd settle for an easy double...

To: micromike who wrote (917)	11/16/1999 9:06:00 AM
From: PlayTheKing	Read Replies (1) \| Respond to of 1571

Hi Mike, These analysts are full of sh*t. They bloody well know that when companies merge there will always be a one time charge...there has to be. If the CFO is trying to pull a fast one on us then I'm a little worried. I've been involved with two mergers in the past 2 years and one of the first things we had to identify were the restructuring charges. GAC must identify all costs related to this acquistion and book it in their P&L as a restructuring charge. The biggest charges will come around redundancies and premises. I still think that what matters most is their ability to generate increased revenues and cash flow. A savings of $90M a year is nothing to sneeze at. I'm still long... PlayTheKing