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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Razorbak who wrote (3737)	8/22/2001 11:20:37 PM
From: Timelord	Read Replies (1) \| Respond to of 206325

How closely have you been watching MDR - still in? News today: <<Jacobs Signs Letter of Intent to Acquire McDermott International's Onshore Engineering and Construction Operations>> biz.yahoo.com Alex

To: Razorbak who wrote (3737)	8/23/2001 9:40:58 PM
From: Razorbak	Respond to of 206325

TLM Valuation Metrics (Revised) Fockin 'ell. Buggered this one, too. OK, here are the correct numbers... Market Cap = US$5.13 billion EBITDA(ttm) = US$2.02 billion Cash Flow, 1st Half of 2001 = C$1.4 billion / 1.56 = US$0.90 million (US$1.80 billion annualized) Volume Growth, 2nd Half of 2001 = 20% (forecast) Depending on how you slice the onion, that's a trading multiple of only 2.5X to 2.9X cash flow Sorry about the errors. Now that I've revised the valuation metrics, I must admit that this stock now looks extremely expensive. I'll probably short it heavily tomorrow morning. ;-) Razor