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FairPoint Communications FRP

"FairPoint is the seventh- largest local telephone firm in the United States, following its acquisition of Verizon's northern New England assets. It operates in 18 states serving 1.4 million access lines, though nearly 90% of these are in Maine, New Hampshire, and Vermont. The firm was founded in 1991 and has its headquarters in Charlotte, N.C."


NDAQ:FRP - Post by User

Post by Goldbug317on Sep 30, 2006 5:36pm
103 Views
Post# 11444645

Thoughts from the goldbug317

Thoughts from the goldbug317 This is napkin math. Cash cost per ounce at perama is about 170 bucks (I think the first couple years is around 135) producing 100k ounces a year at a 300 dollar profit per ounce = 30,000,000. Of course we will owe 100 million to the bank (we may do some equity financing as well,or maybe not).Either way,the project is so robust we will extinguish the debt rapidy. Assuming we DONT dilute anymore u can divide 30 million cashflow by 170 million shares outstanding and get about .16 cents a share in earnings.We should trade for 10 times earnings(at least), which would be about 1.60.....remember this project probably has a mine life twice as long when taking into acount the sulphide material below the oxide cap. We paid 12 million for the deposit.Id bet,if we were sellers we could fetch over 20 million for it now.That would give us about 35 million in cash.We have a market cap of 50 million.Anyhow,this is completly irrelevent but an interesting thought when evaluating the VALUE of this deal. I believe Macuasani is a success story in the making as well.This 20k M drill program will give us,and the market a good idea of what the resource potential could be. Will be an interesting year for FRP! goodluck goldbug317
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