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#	AUTHOR DATE SUBJECT
12	member 7/19/05 3:36PM S-1 filing
ACOM filed to issue some shares for themselves and a selling shareholder- ML, UBS, DB, B of A, CSFB will be on the deal. the S-1 has a lot of good (though promotional) data... login to read the rest view available tags
11	member 7/18/05 12:22PM reply to mad max & bafana
i don't have a history of replacement prices per se, but they are closely tied to the price of steel, i think largely steel plate. historical/estimated steel plate (these are ubs numbers from this... login to read the rest view available tags
9	member 7/15/05 2:36PM Replacement value
Heffer, Very interesting idea and a good write-up. Curious if you happen to know the history of new barge prices - to the extent they are cyclical it might be dangerous to use what... login to read the rest view available tags
8	member 7/11/05 4:10PM ch 11
i would check with the shops that cover those companies, like crt/imperial/jeffries to some extent. otherwise, i don't know a great way. view available tags
6	member 7/08/05 5:27PM reply to jmb
my take is that there are three main restrictions on supply. the first is that barge owners are reluctant to place an order for a barge that costs $420,000 when they bought the same... login to read the rest view available tags
5	member 7/08/05 4:21PM Question
Great write-up, i just have a few questions: - In regards to the capacity coming off line, if ACOM is going to lose 38% of its capacity, and assuming that the industry is the same,... login to read the rest view available tags
4	member 7/08/05 1:36PM small update
sorry for all these updates, please excuse me. this is on the margin, but evidently the ceo has been guiding people to $30-40m of ebitda from the jeffboat division by '07, which would add... login to read the rest view available tags
3	member 7/07/05 12:15PM upside
i realized in my first post that i never included where i think the stock could trade on the upside. removing the layers of conservatism that i built into my $95 base case (ie,... login to read the rest view available tags
2	member 7/06/05 5:37PM warrants
i'm not 100% sure, but i believe they're well in the money. i have in my notes that they are struck at $18-- which is consistent with the enterprise value of $500m decided from... login to read the rest view available tags
1	member 7/06/05 3:58PM warrants
do you know where the warrants are struck? view available tags

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			2005	2006
Price:	73.22	EPS
Shares Out. (in M):	0	P/E
Market Cap (in $M):	430	P/FCF
Net Debt (in $M):	0	EBIT	0	0
TEV (in $M):	0	TEV/EBIT

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