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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (18608)2/5/2004 10:15:34 AM
From: Spekulatius  Read Replies (2) | Respond to of 78523
 
Portfolio update -
covered BPT short today.



To: Spekulatius who wrote (18608)3/30/2004 11:58:13 PM
From: Spekulatius  Read Replies (1) | Respond to of 78523
 
re APC : From APC 10k I take that the net proved reserves are 2.5B BOE. With a market cap of 13B$ + 4B$ in net debt i get an enterprise value of 6.8$ per BOE. Oil companies pay about 10$ per BOE (and more) in acquisitions nowadays so this seams cheap. I consider adding if the stock falls below 50$/share.


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