GREY:LFDEF - Post by User
Comment by
BlueHorseshoe13on Jan 10, 2016 4:43pm
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Post# 24444971
RE:RE:RE:RE:RE:Ideas, etc…
RE:RE:RE:RE:RE:Ideas, etc…Prop's point about posted RFPs from the US NGSIA was interesting. Will check that out. I'd love to see more validation of the industry in general (aside from the industry sponsored Euroconsult report). As a general rule I find his or her posts to be well reasoned and helpful.
The gobsmack BS from Joe454 was less helpful. If you're a short, or a hater of Cam Shell as we've seen in the past, or if you've just lost a bucket of money and are out for "justice", I'd say sharpen your pencil.
The low cost debt is one of the least objectionable aspects of the company. Their leverage ratios are fine, they shouldn't have coverage problems, and the repayment terms seem favorable. I agree that EPS isn't a great metric for UR. Suggest you take a run at the status of HRC, the timelines for converting MOUs to contracts, or the management shakeup. All of these seem to me to be better targets for someone "like you".