GREY:NOVUF - Post by User
Comment by
2Clubson Apr 24, 2010 5:12pm
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Post# 17027926
RE: RE: WFE vs NVS
RE: RE: WFE vs NVSYou make some good points BYTES. I sold my position at 8.50 as it seemed wildly overvalued.
I was expecting a lot more of them on the guidance. I felt they were more properly priced at $5-$6 and its unusual for the oil patch to give such a premium (not since Berens/Result).
Thats what gives me concern that I may miss out !!--but its hard to believe that even on a take out they would not get more than 7-$8
Thanks for your analysis
2Clubs