Charles Taylor Group Plc V.MQL

RE: cfps

[nlr2]

Ya I agree. Took them quite a while to clean things up after the merger, longer then most had anticipted. Michichi looks like its a potential company maker as is there policy of "right sized" assets. I'm willing to give them some time to turn this around as they have been making positive steps along the way. Does anyone know what was actually the delay in the tie ins? Just weather or something more structural? Also I sometimes wonder if they wouldn't have been better off without acquiring Skywest. It was SKW agressive booking that credited the write down. Also the Cardium has been so downgraded as its the fourth most economic play in the portfolio. Perhaps they could divest it and pay down the debt and ramp up Michichi and Provost?