GREY:NATUF - Post by User
Comment by
ruminatingon Jul 24, 2012 11:40pm
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Post# 20149089
RE: RE: Colt Valuation by Zacks
RE: RE: Colt Valuation by Zacks Are you suggesting a company with twice shares outstanding but half the sp might be better value?
The big differences appear to be that Colt is sitting on cash (not a lot, but enough to cover current operations), they have diversified properties in a moderate production cost location with a favorable polical environment for moving to production. NTC has incurred debt by moving into production, but has a good flow of income to generate cash in the near term, but is one trick pony in the tungsten space with a neutral development outlook.
Colt could sell assets to raise shareholder value, NTC needs to show it can sell tungsten at a profit to do so.
A little good news would push them both up dramatically IMO.