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Technology Stocks : Loral Space & Communications -- Ignore unavailable to you. Want to Upgrade?


To: Rocket Scientist who wrote (7175)1/3/2000 9:18:00 PM
From: Sawtooth  Read Replies (1) | Respond to of 10852
 
If Lor and G* price continue to move conversely, at some point Lor will sell for less than its relative ownership in G*; all other net assets ignored. At the rate that G* is moving up, this looks to be very possible. I'm trying, with difficulty, to get my arms around why this makes sense, debt-wise or otherwise. Can someone sum it up for me concisely and related to Lor's financials; not politics, lack of faith in BS, project slippage (as these would relate to G*, also)? Or, is it as some have claimed and I have bet on, a misunderstood situation, an out of synchronization (Lor:G*) that provides an opportunity to exploit the relative value difference?

Most appreciated.

........VVVVVVVVVVVVVVV



To: Rocket Scientist who wrote (7175)1/3/2000 10:22:00 PM
From: llwk7051@aol.com  Respond to of 10852
 
Rocket Scientist, Hum, seems like we are getting a huge discount on value. I like that. I have followed Loral and Gstrf for several years, but I didn't commit to a position until recently and am just beginning to closely follow it. I finished adding the shares I wanted today. Unfortunately, my timing was off. I bought this morning. But I doubt that matters. I would have bought same number of shares either way. My faith is long term. I think we will start seeing positive things in next few quarters with gstrf. Once that happens the current prices should be history.
Again thanks for the analysis of value.
Robert