GREY:CCZFF - Post by User
Post by
Barbazanon May 20, 2010 3:56pm
355 Views
Post# 17119330
hanging in
hanging inTo me it's clear that we have some accumulation at these levels... and we're hanging in nicely throughout all this...
nice to see the insider buying - thanks Jimmy for posting
Green - i'm calling Mamdani next week - will ask the reasons behind the turnover - and relay back to you...
I guess the only thing that concerns me is the further pressure on earnings and guidance and how this continued growth by acquisition plays out... was a little concerned by Mamdani's comment about possible earnings pressure - but his vested interest is keeping me positive...
But if we can maintain the guidance of .10 for 2010, or exceed it, we're still a bargain here - had some bids in the .50's hoping to get filled today - but there is a fund or a manager doing some buying in here... in the past we wouldn't have had the support...
It's exciting to see nat gas continue to develop into a story - whether the theme is liquid form, greener, abundant, shale - whatever, it's positive...
I'm still intrigued that we are only valued at 25 million by the market even though we're moving towards 50 million in annual revenues with positive EPS and ROE... and a VERY positive ROE for the tech sector...
I think trading at 1/2x annual sales is getting a little ridiculous...
This company still does so many things right compared to so many ducks out there - we're practically a flight to safety in this environment because we trade so close to historical P/E...
Still think we're taking off in the next 6 months.... we hit the Tollcross target last year - why shouldn't we hit the Laurentian $1.30 target in 2010?