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Re: inflationista post# 7797

Thursday, 09/11/2008 4:37:48 PM

Thursday, September 11, 2008 4:37:48 PM

Post# of 24497
soyelpato,

Nice to hear that the plant and equipment are owned. If I knew absolutely anything about the values of such equipment, I would add it to my valuation. Although I guess at 3 billion+ shares outstanding, that would have to be divided pretty small. But from what I hear plants/materials/steel/supplies are in short supply (and high cost) in the industry at the moment, so you are probably right on that its worth good money.

I think I remember reading somewhere on this board that you took a trip down (or up or over... I don't know where you live) to the operations. Nice work... like a true analyst. You aren't a ex-Bear Stearns guy/gal with some newly found extra time on your hands, are you?
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