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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: torquatus who wrote (13314)	4/26/2000 5:42:00 PM
From: Mr. Pink	Read Replies (1) \| Respond to of 18998

cheap

To: torquatus who wrote (13314)	4/26/2000 5:42:00 PM
From: Mr. Pink	Respond to of 18998

cheap

To: torquatus who wrote (13314)	4/26/2000 5:51:00 PM
From: Mad2	Read Replies (1) \| Respond to of 18998

Torquatus, I think your asking for His analysis, as he has reaffirmed his opinion. If your interested much of what you need to know is here; mercerinternational.com It appears to me that the sucessful start-up of Rosenthal(producing at 80-95% capacity in 1st qtr at market prices in the present pulp market (very good, with prices at $630/tonne 1/1/00 and $670/tonne holding for 4/1/00) could push the $3.5/share earnings for 2000 as some analyst has published. I qualify this as I havn't yet seen the analyst's report nor figured the production costs (financing and depreciation) from company figures (working on it). On the surface it seems too good to be true, thus justifies a bit more analysis. Right now I'm hoping whoever calculated the 3.5 bucks knows how to work a calculator and has not been given a BS job by someone, as I can't fathom why this thing is at 8 bucks (and was below 5 bucks a few months ago) Regards, mad2