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Date Posted: 00:31:24 02/25/03 Tue
Author: I do trust the new management
Subject: blow torch on the sales and marketing guys KYC
In reply to: 5 4,400 350 353.98 CAT Target a success. 's message, "Re: ERG will have a higher NTA (it has that even now) than KYC does" on 00:28:39 02/25/03 Tue

Posted By Subject Post Time Post ID


Plutocratic1 (ID#: 403173) RE: catfight over a dog. 25/2/03 9:36:18 AM 6072653
« Previous Message Next Message »

Greetings PQ and Tarax. At last some intelligence at Soockhouse. I have corresponded with PQ before and we share a lot of views on stocks like KYC and CAT. It is a jungle out there and not a market where any stock can go against the tide. Look what happened to QAN or COH. But when the sentiment turns and the players start to look at cashflow as THE most important valuation criteria, then some unloved stocks will come in from the cold. KYC is my largest holding and I have been on a long journey with it. While frustrating at ttimes, I do trust the new management and reckon that Thompson is going to have the blow torch on the sales and marketing guys from here on. If he gets it right (and it remains an if), the leverage shoild be great. What other stocks are you two covering?? Pluto1


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