GREY:CRVNF - Post by User
Post by
beckalodeonon Jan 20, 2006 12:06pm
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Post# 10215643
Peter Linder; analogy to CYS
Peter Linder; analogy to CYSPeter Linder's take on FE was very interesting. The guy knows his stuff, and if he says Find is going to be taken out soon, I believe him.
FE reminds me a lot of a Cyries Energy type of play, with strong growth and management, and a blend of oil/gas production (although gas-weighted). Energy trusts, flush will ridiculous amounts of cash, will be very hungry to replace their declines this year; it's the Finds and Cyries that will get taken out at hefty premiums. And, that's likely the worst-case scenario.
At any rate, I'm long on both. I'd wish all the longs luck, but I don't think they need it - these are very solid plays.
- Beck