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6/17/09 12:29PM
Question on growth
Stanley, great writeup at $30. Now that it's back to the price of your original post, do you still think it has the same upside as before?
I can't figure out the revenue growth of this... login to read the rest
Any thoughts on growth vs. maintenance capex? LVLT has mentioned 5% of rev maintenance, which in this case would be $12mm for the first 9 months and $70mm in growth on only $44mm in revenue... login to read the rest
Financials are now out up to Q308. They look great other than the large amount of cap ex. EBITDA looks like it will come in at 85-90M FY. Putting ebitda valuation at around 4.5x, or half
Given that financials have not been released, why do you think 10% revenue growth for 2008 is the right or conservative assumption?
Communications costs are falling rather rapidly, so I think the revenue growth for 2008
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