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Re: stayfocused post# 19545

Sunday, 09/20/2009 12:27:26 PM

Sunday, September 20, 2009 12:27:26 PM

Post# of 79740
I agree with you on the 25% net margin and that the market is pricing it just on the 20M contract that has been confirmed. So it is trading a little under it value on this know information. It is my understanding that they have 100M+ in the bag but they have not confirmed it to the market. Once this is confirmed then it will be a different story. I think your pe is a little low. ID has a 32 pe on the part of the yr they made money. I think a 20-25 pe is more real once they confirm the contracts.