Replies to post #14269 on WENR Corp. (WNRC)

[licker4450]

That is true. The only problem is price to sales doesnt take into account debt. The main companies you mentioned have debt vs revenue of:

CMCSA $39B on $45.67B in rev (.85)
CVC $10.8B on 7.52B in rev (1.43)
CHTR $12.69B on $7.11 in rev (1.78) (post bankruptcy debt)

Using that range, on the $3m in rev, WNRC would have to have between $2.5M-$5.3 in debt. We are nowhere even close to that.

Dan has consistently stated that he could grow at a much faster rate if he were to use debt to acquire systems. The decision was made to keep the balance sheet lean even if that meant growing at a "slower" pace.

[finney]

CVS has a PE ratio of 14.94 currently...and ATT 14.93...and WNRC is at 5-ish...again, leaving the "GROWTH FACTOR" aside.... and leaving the drugstore and phone companies aside...

Comcast's PE is 17.6 and their Market cap divided by subscribers is over $2000 p/sub

Charter lost money, so PE is mute, but their sub value is similar to comcast...$2000 triples us from here...but again...that leaves aside growth and Ahmad's statement that WNRC paid only $500-$600 per sub in the Baja deal.

Each of us can choose any metric we may like, but imo, the issues are:

-30.7/14.8 OS/float,
-no dilution,
-recurring rev,
-strong profitability,
-eagerness and financial wherewithal to grow,
-skilled and savvy management that doesn't waste money and is growing a company and not promoting a stock...yet.

If anyone's chosen metric causes them to sell, so be it. I believe that it will find its value with an audience of investors who don't even know ihub exists.