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Mobile Mini, Inc. Message Board

  • analyst112 analyst112 May 6, 2010 10:56 AM Flag

    Overpriced

    Company says $79MM of annual cash flow so selling at 8x cash flow with no growth and no prospect for growth for several years. At 11 times EBITDA it is insanely expensive. Even as a cash generator it is uninteresting. Where's the beef?

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    • Your comment about no growth is idiotic. Utilization is at a cyclical low. What happens to revenue when utilization improves? Given that your IQ is so low, I'll give you two guesses.

      • 1 Reply to valueextractor99
      • funny how you say that as if a cyclical cycle has anything at all do to with STORAGE... while construction (a main utilization of this companies product) is at a stand still, the need for equipment storage has NOT simply vanished.

        there is little to no growth potential for MINI in the next 5 years, beyond what they have forecasted and projected over the last 5 years. do you really believe that any emerging markets will be importing storage containers anytime soon?

        this is extremely overvalued based on previous years growth expectations in relation to todays growth possibilities.

        i suggest that you not try to falsify other peoples opinions as "idiotic", as you seem to be the only person here with that level of arrogance.

    • Could not agree more. Did you notice there are 10.5 million options and dilution from conversion of 8.5 million shares of preferred stock. Spread this dilution over the EBITDA and FCF and it is super exoensive.

 
MINI
39.47-0.30(-0.75%)May 22 4:00 PMEDT