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Silver Wheaton Corp. Message Board

boston_escape 3 posts  |  Last Activity: Aug 4, 2015 10:48 AM Member since: Feb 6, 2006
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  • I don't see any good news coming... peers: CAT and TEX are sliding, oil and construction industries are not spending. Selling "food equipment" division won't bring much. Income is same as when MTW was trading below 11$ with less debt than today... Pending a miracle turnaround - current 17$ price is a ceiling, not a bottom :(

    Sentiment: Sell

  • Dividends are paid out of more debt, comparing to same quarter of 2014 - net income is down 15~18% (including Australia's project). I really don't see how GEO could sustain 0.62$ dividends going forward without borrowing more and more... At these earnings it was trading in 31-36 range in 2014, with rising operating costs, and Fed raising rates later in the Fall - fair GEO price should be in 28.47$ to 33$ range

    Sentiment: Sell

  • 1. Junk Credit rating - Twitter cannot borrow
    2. All "currency" Twitter has to buy technology or lure talents are stock options
    3. The only 2 "bidders" for Twitter were Google and Microsoft
    4. Assuming Twitter debt, revenue and market cap Twitter buyout would not exceed 36.9$ per share

SLW
11.40-0.18(-1.55%)Sep 4 4:03 PMEDT