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

To: excardog who wrote (34177)8/6/2004 7:25:19 AM
From: Ed Ajootian  Respond to of 206281
 
excardog, HC -- I still like them, they are still on track to get to $15 or more in a year IMO. They paid down $60 M of debt so far this year, and EBITDA has increased 9% over last year. If you assume EBITDA increases another 10% and they pay down another $120 M of debt in the next year, presto, at an EV multiple of 9 X EBITDA you get something like $16 a share.



To: excardog who wrote (34177)8/6/2004 10:07:13 AM
From: kollmhn  Read Replies (2) | Respond to of 206281
 
Yep, I still own it but, I have very modest expectations for it. CSFB has it as Outperform and GS has it as in line because fo the stock overhang of GKH Partners and and possible of secondary.
They are delevering, though slowly but, backlog in building, pricing improvement etc.
Target is $16 by CSFB.

It's really nothing more than a good place to park money with, imo, an upside surprise possible.


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