Replies to post #56465 on Koil Energy Solutions Inc. (KLNG)

[chevdawg18]

hank, at this rate you may be catching up with Weiss MultiStrategy LLC...LOL

http://www.nasdaq.com/asp/Holdings.asp?symbol=DPDW&selected=DPDW&page=holdingssummary

But seriously, Any idea why DR is ramping up DPDW's revenue projections for the ladder half of 2008? Q1 is something like 8M which leaves 42M in the last 3 quarters. tia

[xZx]

hank, imo it's possible the discrepancy between your calcs and bud's is due to his using the brand new eps estimates from yahoo. those were only available as of a few days ago, and the impression i got was that your price target was reached using figures that may have predated those. just a guess.

in any case, it's great to see estimates going up, and also to have them based on very conservative numbers.

something tells me a lot of us here will be buying more, perhaps as the 10-K is posted, but maybe a lot sooner than that. we'll have to see what the future holds.

[Mikeed]

"This year will be a learning curve for management and any increases to this years EBTIA will be in the latter part of the year and not at present.."
Its evident from the recent hires of Gene Butler(CFO)and Mr. Teal(Comptroller) the learning curve will be short and sweet.
With my limited resources I still find myself adding to my position here which has brought me very close to green. Time is on my side to watch this flower bloom, and it will.

[J-RO]

Hank: When valuing DPDW, I wanted to take an alternative approach to the standard P/E valuation method. Bear in mind, I made extremely conservative assumptions because it is still a relatively new venture, and there will be a learning curve for our management team (looks like we agree there).

In any case, I'm VERY confident in my valuation, as I've been doing these types of valuations for years, and didn't come far from Dahlman's number. DR probably has a clearer picture of where revenue will be for FY 2009, FY 2010, and I believe that my forecasted estimates will have to be revised upwards in the coming months and years (as I've previously stated).

Based on the feedback that I've received, I'm going to make this DCF a living model. I will continue to update and publish the model upon release of new analysts' estimates, and based on the quarterly / annual filings, material events.