MEMC ELECTRONIC MATRIALS INC WFR

March 11, 2010 - 9:25am EST by

member

						2010	2011
Price:		13.63		EPS		-$0.17	$0.80
Shares Out. (in M):		227		P/E		NM	17.0x
Market Cap (in $M):		3,100		P/FCF		NM	45.0x
Net Debt (in $M):		-1,050		EBIT		-117	225
TEV (in $M):		2,100		TEV/EBIT		NM	9.3x

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4	member 4/11/02 2:09PM Thanks for the clarificatino
Hi, dbs -- Okay, I get it: Collect 40-50% in coupons. If telecom turns around in 2-3 years, the paper is good; if not, participate in the reorg, and get another 2-3 years to wait for... login to read the rest view available tags
3	member 4/11/02 7:58AM reply: Huh?
I recomend this security as a relativly attractive means of participating in the recovery of telecom providers I think the yield is safe for 2-3 years - then GT will be forced to reorg because its... login to read the rest view available tags
2	member 4/10/02 7:03PM Huh?
Hi, dbs -- Maybe I'm unusually dense today, but it's not clear to me why you recommend this security. Your catalyst mentions the 17-20% yield. Do think this is (relatively) secure? Yours, Bowd view available tags
1	member 4/09/02 3:07PM New Writeup
Description: ($C) GT secured bank/vedor claims - 40-45 cents on the dollar should buy paper - Current face amount outstanding Sr. Sec. Claim =$535m trading at 45% = $240m impled cost of... login to read the rest view available tags

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