Cavico Corp (fka CAVO)

[KQforever]

even a moderate dilution, oh say... 20 million shares putting us at 150 mil since december 2007 would leave us w/ a $27 mil market cap.

Yes inflation's been a concern but one that's being factored in over the last few months. Compare VOF to CVIC for the last few months for instance & i think it's pretty clear that our drop has been falling in line with whats going on over at the VSE, which of course dropped way over 50% on inflation fears & worries within a few months time.

http://www.economist.com/COUNTRIES/Vietnam/profile.cfm?folder=Profile-Economic%20Data

The economist shows its outlook on inflation to likely fall to around 12% next year from the crazy 23% it's going to be for this year. Given that the gov has made it its top priority (cuz of all the riots & the like), there's little doubt that it's going to be handled over these coming months.

On top of that, we're in a better position of being somewhat compensated for our inflation because the government absolutely refuses to let infrastructure builders get hurt in their scaling back (refer to a post i put up a while back) of government expenses.

As for tim pham & henry, i dont know anything about them, but I'm only going on the numbers for now anyways.

So lets say 150 mil o/s (yeah, right...) = $27 mil market cap at 18.

Current assets alone (not total assets) according to December 2007 were $54 mil...



Still screams buy to me... Play around with the numbers if you will.



http://investorshub.advfn.com/boards/read_msg.asp?message_id=27671569