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08-11-2011, 10:48 AM
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#4926 | | I contribute to threads in the offtopic forum
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Those guys on SH get hyped over sometimes.
NPV is $2.8 billion based on 07 numbers. Yes 25% would be in range of $2 bucks or so.
But do you think CUU will let Teck keep the entire Schaft Creek for a $200 million (75%) + (assumed buy out of $2.33 x 370 million shares) = $862 million. So for a NPV value of $2.8 billion is bought for $1.062 billion? I think CUU might say I'll keep our 25% instead and you can just go on and build/finance the mine for us.
IMO, I think Teck will buy CUU out with a premium within the NPV of the mine. Definitely more than $2.33.
Plus ppl like on SH is like omg..we have so and so of Moly that's extra of x amount of billions divide that by shares.. it's like are you stupid? they are evaluating the entire mining value of SC like they can mine it right now. They don't even consider present value/future value.
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08-11-2011, 11:47 AM
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#4927 | | I *heart* Revscene.net very Muchie
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so who's ready for another 500 pt drop tomorrow? anyone?  :
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08-11-2011, 11:56 AM
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#4928 | | My homepage has been set to RS
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Woah DOW up more than 500? Did we kill Gaddafi and Assad today? lol
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08-11-2011, 12:08 PM
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#4929 | | I *heart* Revscene.net very Muchie
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I hope you all have made some good hooker & blow money this past week was a blessing really but was def. scary
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08-11-2011, 01:59 PM
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#4930 | | I *heart* Revscene.net very Muchie
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i'm just shocked people would be posting numbers like that when it has been proven numerous times the SP is worth way more
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08-11-2011, 02:51 PM
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#4931 | | Banned (ABWS)
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Originally Posted by strykn  so who's ready for another 500 pt drop tomorrow? anyone? : | Up...down...up...down...  Don't know when to buy in again...
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08-11-2011, 03:05 PM
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#4932 | | My homepage has been set to RS
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During times like these, huge movements in either direction, straddles on SPY payoff nicely
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08-11-2011, 04:54 PM
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#4933 | | I *heart* Revscene.net very Muchie
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08-11-2011, 10:06 PM
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#4934 | | RS has made me the bitter person i am today!
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Long idea for the day - imax.
I think the stock has been beaten down because of a weak 1h2011 movie lineup. Take a look at their theatre backlog (close to 300) and the blockbuster hits coming online for 2012. Also take into account their international expansion in China, Singapore, Russia and India and the fact that average theatre revenues are higher internationally and overseas.
2012 could be a huge year for them based on theatre expansion (30% est.) and higher box office revenues. Based on that, EBITDA 2011-2012 will almost double.
Oh and did I mention it's trading at a far lower P/E than its peers?
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08-12-2011, 09:16 AM
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#4935 | | RS Veteran
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Originally Posted by shawnly1000 During times like these, huge movements in either direction, straddles on SPY payoff nicely | Noob question but what's SPY? SPY:SPDR S&P 500 ETF?
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08-12-2011, 10:33 AM
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#4936 | | My homepage has been set to RS
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It's the ETF that tracks/mirrors the S&P 500
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08-14-2011, 11:03 AM
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#4937 | | I *heart* Revscene.net very Muchie
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08-14-2011, 07:17 PM
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#4938 | | I contribute to threads in the offtopic forum
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Japan's GDP came in better than expected for Q2 - if we don't hear anything negative, i'd imagine tomorrow should erase last week's losses, as ppl will realize that all the doom & gloom isn't as bad as what was priced in over the last 2 weeks
although europe has a tendancy to mess us around
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08-14-2011, 08:26 PM
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#4939 | | RS has made me the bitter person i am today!
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ok i know it's been hashed, but someone please point out to me something I'm not seeing.
RIMM trades at a PE of 4 (3 if you back out their cash reserve)
Nokia trades at a PE of 11.
Nokia is FAR more fucked than RIMM is, yet everyone is betting that RIMM is going to die?
I mean yes, they're bleeding to aapl and android, but 3x. Really? They're being priced like they'd lose 1/3 of their revenues YoY yet the data shows that they increased topline by 5%.
Huzzah? Value trap?
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08-14-2011, 11:21 PM
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#4940 | | My name is PJ and I like dogs.
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Originally Posted by DaFonz Long idea for the day - imax. | Twilight coming out soon.
__________________ Studies show 100% of people die.. Might as well have some fun.
Hello my name is PJ. Buy/Sell Feedback 1-0-0 | |
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08-15-2011, 01:09 AM
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#4941 | | My homepage has been set to RS
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Look's like INT is coming back up for a second run? Doubt it will hit its' earlier highs, but good for a flip.
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08-15-2011, 07:15 AM
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#4942 | | I contribute to threads in the offtopic forum
Join Date: Nov 2006 Location: Vancouver
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| Quote:
Originally Posted by DaFonz ok i know it's been hashed, but someone please point out to me something I'm not seeing.
RIMM trades at a PE of 4 (3 if you back out their cash reserve)
Nokia trades at a PE of 11.
Nokia is FAR more fucked than RIMM is, yet everyone is betting that RIMM is going to die?
I mean yes, they're bleeding to aapl and android, but 3x. Really? They're being priced like they'd lose 1/3 of their revenues YoY yet the data shows that they increased topline by 5%.
Huzzah? Value trap? | yeah I think RIMM is a value buy but I don't have enough cash right now to do so.
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08-15-2011, 07:35 AM
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#4943 | | My name is PJ and I like dogs.
Join Date: Aug 2010 Location: Vancity/Toronto
Posts: 3,180
Thanked 1,683 Times in 532 Posts
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| Quote:
Originally Posted by DaFonz ok i know it's been hashed, but someone please point out to me something I'm not seeing.
RIMM trades at a PE of 4 (3 if you back out their cash reserve)
Nokia trades at a PE of 11.
Nokia is FAR more fucked than RIMM is, yet everyone is betting that RIMM is going to die?
I mean yes, they're bleeding to aapl and android, but 3x. Really? They're being priced like they'd lose 1/3 of their revenues YoY yet the data shows that they increased topline by 5%.
Huzzah? Value trap? | Nokia buyers are buying in volume for a flip maybe.
__________________ Studies show 100% of people die.. Might as well have some fun.
Hello my name is PJ. Buy/Sell Feedback 1-0-0 | |
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08-15-2011, 07:43 AM
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#4944 | | RS has made me the bitter person i am today!
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Interesting times in the mobile space with Googles acquisition of motorola...
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08-15-2011, 08:38 AM
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#4945 | | HELP ME PLS!!!
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so i dont know stock one bit but willing to learn.
what do you guys suggest i do first ? should i be touching penny stock at all ?
i dont have much, only budget myself $1k to 1.5k max to play with.. is this a good starting budget ?
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08-15-2011, 08:52 AM
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#4946 | | My name is PJ and I like dogs.
Join Date: Aug 2010 Location: Vancity/Toronto
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Originally Posted by DaFonz Interesting times in the mobile space with Googles acquisition of motorola... | I just just barely made the rise. My god. Unbelievable.
__________________ Studies show 100% of people die.. Might as well have some fun.
Hello my name is PJ. Buy/Sell Feedback 1-0-0 | |
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08-15-2011, 08:56 AM
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#4947 | | My name is PJ and I like dogs.
Join Date: Aug 2010 Location: Vancity/Toronto
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Originally Posted by Greenstoner so i dont know stock one bit but willing to learn.
what do you guys suggest i do first ? should i be touching penny stock at all ?
i dont have much, only budget myself $1k to 1.5k max to play with.. is this a good starting budget ? | Read, read, and read.
Everyone's opinions will be different for what to and what not to invest in. That's the beauty of economics. Really, the best thing to do is just research and educate yourself. Try a simulator and trade as if it were your own money. Learn by doing.
__________________ Studies show 100% of people die.. Might as well have some fun.
Hello my name is PJ. Buy/Sell Feedback 1-0-0
Last edited by PJ; 08-15-2011 at 09:01 AM.
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08-15-2011, 09:51 AM
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#4948 | | I *heart* Revscene.net very Muchie
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was anyone holding MMI? :O
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08-15-2011, 09:58 AM
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#4949 | | My name is PJ and I like dogs.
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I JUST caught it at 37 this morning. Pretty much missed the boat, but I'm gonna hang onto it.
Absolutely unbelievable.
__________________ Studies show 100% of people die.. Might as well have some fun.
Hello my name is PJ. Buy/Sell Feedback 1-0-0 | |
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08-15-2011, 10:39 AM
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#4950 | | RS has made me the bitter person i am today!
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Originally Posted by Impulse_x I JUST caught it at 37 this morning. Pretty much missed the boat, but I'm gonna hang onto it.
Absolutely unbelievable. | It's a pretty interesting merge-arb play. Cosing price of 40$ means a return of 5% in about 4 months.
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