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Gold/Mining/Energy : Trump's 12 Diamond Picks, Discussions Limited -- Ignore unavailable to you. Want to Upgrade?


To: maintenance who wrote (1414)10/21/1998 6:20:00 PM
From: Tomato  Read Replies (1) | Respond to of 2251
 
I hate to ask any more of you after you've spent so much time on this, but you think you could summarize Aber and Winspear for NPV so we can compare apples and apples. To do this, I guess we should have

1. same discount rate for both (10% or 5%- your choice)
2. WSP to include Snap only, Aber to include Diavik plus Snap (Aber as 32% of Snap)

Can you do that without a lot of work? If so, thanks a lot. If not, I understand.;-)



To: maintenance who wrote (1414)10/21/1998 9:09:00 PM
From: Letmebe Frank  Read Replies (2) | Respond to of 2251
 
Maintenance: Assuming you crunched the numbers correctly this time, and your assumptions are sound, then using your low WSP NPV of 6.32 and ABZ's high of 17.88 (to be conservative!) and wanting an equivalent share price to NPV between ABZ and WSP, we get 7.95*6.32/17.88 = $2.81 per WSP share.

This seems much more reasonable to me.