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white_tiger

03/05/10 3:00 PM

#9 RE: lostmyballs #8

As far as special situations go.

I just publised my thougts on SPEB:

http://geoinvesting.com/companies/speb_spectrum_brands_inc/research/special_situations/0023924

Writing something on PMUG soon which just completed its restructuring. Appears to have an EBITDA per share of over $30. But i need to peform DD for dilutive scenarios. I made some good money after the internet crash in similar plays in the wireless telecom sector. At the time i used a valuation metrics of 5 to 7 X EBITDA. Take a look at the history of MetroCall back after in exited chapter 11. There were about 4 others too i am trying to dig up. I also need to observe what the current valuation assumptions should be.