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gothmog

02/10/13 1:13 PM

#29408 RE: treit2002 #29407

One thing I like to add is, one has to consider the balance sheet when he talks about price targets. I don´t see us going to 50$ with eq. a bookvalue of 5$. P/E is not the only metric eventhough it is the streets most important one.

I wouldn´t go much higher than P/B 3-4 even with siafs great potential. The service revenue will fade one day and they might have to pay taxes in 5 years etc...

However, In my opinion we can reach a book value to justify a price of 50$ in the future, but not in the next 5 years.
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slyestjester

02/10/13 2:11 PM

#29419 RE: treit2002 #29407

The price per share is harder to figure than the earnings IMO. 350 in earnings--maybe 4 yrs?