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Gold/Mining/Energy : Trico Marine Services (TMAR) -- Ignore unavailable to you. Want to Upgrade?

To: William Nelson who wrote (229)	4/6/1998 4:22:00 AM
From: Alex Greenland	Read Replies (1) \| Respond to of 1153

Re: Size TMAR has 98 boats, HMAR has 267.... Therefore HMAR is bigger than TMAR. Also both TMAR and HMAR will probably issue equity if/when the stock price improves to decrease the effect of dilution. Alex G.

To: William Nelson who wrote (229)	4/6/1998 11:37:00 AM
From: Don Westermeyer	Respond to of 1153

Anyway, my point is hmar could quickly grow to the size of tmar using debt, while tmar can't easily grow much bigger I don't think I doubt TMAR will be willing to take on much more debt (at least they shouldn't IMO). That said, a lot of their recent aquisitions have not yet contributed to the revenue stream so I think the growth is still there for a while. I'd imagine the long term growth will be quite a bit less than the 35% the analysts have been touting. Still, I think the stock deserves a P/E of at least 15. Even given a low P/E of 10 the stock should trade at $30+ within 18 months.