Post by
Shaleguy on Oct 04, 2021 6:09pm
You and Alex Share Price
Using a normalized share count only, with TOU at 326 million trading at 42, Arx should be 18. With quality of assets of each either TOU is too high or Arx is way too low
Comment by
uncutgems on Oct 04, 2021 6:16pm
you did mention you were an operations guy and not a financial guy? you are forgetting DEBT. stock prices reflect ENTERPRISE VALUE. which includes a metric called NET DEBT. tou has zero debt. arx has over $2b of debt. you can't take a cookie cutter like you just did and solve this puzzle. I have run the numbers. the stocks are similarly valued on numerous metrics.
Comment by
Shaleguy on Oct 04, 2021 6:48pm
I'll add debt onto the analysis thank you
Comment by
Beakr123 on Oct 04, 2021 8:55pm
Really uncut, TOU has no debt? Your an idiot.
Comment by
Beakr123 on Oct 04, 2021 10:30pm
Exactly, they have debt. Your a moron.
Comment by
Beakr123 on Oct 04, 2021 10:34pm
Regardless of the topaz equity value they will target ending the year with about a billion of debt. Until they sell their equity in topaz and apply it to debt it's still debt. Great position but still debt. Don't say they are debt free when they reallly aren't, goof.
Comment by
uncutgems on Oct 04, 2021 11:01pm
you are an absolute moron....