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USG Corporation Message Board

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  • edwinclaudi000 edwinclaudi000 May 19, 2009 5:42 AM Flag

    You Do The Math

    Things to consider,

    1. How long can they carry on bleeding cash?

    2. How long does it take, for the market to recover? (4 to 8 qtrs)

    3. Why shouldn't it be a slow recovery? (Deleverage)

    4. Do they need additional capital, to hold on?(until the market stabilises)

    4. Will there be more dilution?

    5. As they are low cost producers they might survive, but in what form? (re-emerge from chapter 11)

    6. Aren't there similar opportunity else where,
    with less risk?

    I was lucky to get out at 21, with 40% loss. I might buy back this stock, even at a higher price, but I want to see the market stabilise.

    I like the management, & the way they are handling the situation. They are in a tough industry, in a very difficult environment, which I think, none have ever faced before.

28.16-0.67(-2.32%)Jul 29 4:02 PMEDT