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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?


To: Mr. Pink who wrote (7921)4/21/1999 7:00:00 AM
From: jjs_ynot  Read Replies (1) | Respond to of 18998
 
If you take the full value of UPCOY that UIHIA holds and apply a conservative 20 percent discount (which is optimistic) for taxes, etc. UIHIA is worth between $63. and $65. based on a UPCOY price of $53.

With the AUSTAR IPO there may be some more value released. IMO there is not a huge value yet to be released and $60 to $65 represents fair value as I have stated.



To: Mr. Pink who wrote (7921)4/21/1999 9:50:00 AM
From: Norm Demers  Respond to of 18998
 
Mr. Pink:

Your thought on SDTI as a value internet play ? 2.6 million shares of VRSN as well as being profitable. Trading under 18. P/E 12.