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8:32 am
June 2, 2010
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mark
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| Member | posts 4 |
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Thanks for your discount and growth rates.
The large free cash flow is coming from their huge number of prepaid subscribers and the leveraging of installed wireless infrastructure.
Mark
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12:55 am
May 30, 2010
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Jae Jun
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DCF: 11% growth with FCF number as is
Graham 11% growth rate with normal earnings as is
EPV: normalized adjusted income to 20k
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6:53 pm
May 28, 2010
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mark
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What are you using for the DCF discount and growth rate?
I will check the annual reports to see if I can find anything to explain the FCF.
Mark
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7:45 pm
May 26, 2010
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Jae Jun
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Do you know why the FCF has increased so much the past 2-3 years? Was it due to some acquisition or was it organic?
If the FCF levels can be maintained, my calculation is that the company is worth about $50 with the DCF method, $65 using Graham's formula and over $100 with EPV.
The EPV will have to be closely examined to make sure that each item is adjusted properly in the income statement.
Everything looks to have skyrocketed in 2006. I'm sure the answers would be in the 2006-2010 annual reports.
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8:17 pm
May 24, 2010
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mark
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| Member | posts 4 |
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Here is a strong grower that is undervalued (DCF Valuation Discount of 83%). Debt/equity is a bit high but the company has been aggressively buying back shares. There must be a skeleton somewhere, but I can find it. How does it look to you?
Mark
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