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19	member 3/16/04 10:15AM Today's results
What did you think of the earnings report and conference call? Thanks. view available tags
14	member 11/12/03 8:22AM Projections
The disclosure statement does project declining cash flow over time. The company has been exceeding the cash flow projections so far however. Most of this decline is probably due to the decreased investment... login to read the rest view available tags
13	member 11/11/03 8:12PM taxes
Great idea...what are you using for taxes going forward ? view available tags
12	member 11/11/03 10:44AM Disclosure stmt projections
Looking at the disclosure statement, it looks like using your LTM EBITDA-Capex number of $338 might be agressive as the projections show go forward numbers significantly less than that. I understand that mgt may... login to read the rest view available tags
11	member 11/10/03 9:40AM FPSO
>I believe the FPSO's are coming off multiyear contracts over the next two years. There are two issue here; first there is a 12 to 18 months refurbishment period before the vessels can be used... login to read the rest view available tags
10	member 11/07/03 10:09AM FPSO turn over - EBITDA risk
I believe the FPSO's are coming off multiyear contracts over the next two years. There are two issue here; first there is a 12 to 18 months refurbishment period before the vessels can be used... login to read the rest view available tags
9	member 11/04/03 10:58PM Tax Rate
Blue - do you know the pro forma tax rate going forward? NOLs? Thanks. view available tags
8	member 11/04/03 9:50AM Capex
>Capex seems to have declined significantly ... is this going to have revenue implications down the line? Investments in MC have declined sharply but this is part of the strategy to move away from spec work... login to read the rest view available tags
7	member 11/04/03 9:45AM Valuation
>Specifically, I couldn't get comfortable giving the seismic business, which if memory serves is 2/3 of the revenue, a multiple like the 6.5 EV/Ebidta you assigned it. I looked at the comps (Veritas, TGS... login to read the rest view available tags
6	member 11/04/03 8:43AM Tax Rate and Capex
Do you have a sense for an appropriate tax rate going forward? Capex seems to have declined significantly ... is this going to have revenue implications down the line? view available tags
5	member 11/03/03 8:31PM Valuation Question
PGS is an interesting story (I was in the common earlier and sold out a few weeks ago) though I couldn't get comfortable holding through the restructuring because of valuation issues. Specifically, I couldn't... login to read the rest view available tags
4	member 11/03/03 2:54PM Extention
Th extention to 5PM 11/05/03 takes away any uncertainty from any shares that were purchased on Friday. Any shares purchased on Friday should clear by 5PM on Wed. with normal settlement. view available tags
3	member 11/03/03 2:46PM Rights "extension"
FWIW, the co. is resolving the timing question for ADS holders by extending the rights offering time from 10am to 5pm NYC time. The new w/i, PGEYV, is $41 last. The PGOGY's at 62cts imply an... login to read the rest view available tags
2	member 11/03/03 10:22AM D'OH!
I'm beginning to feel like that clod banker in the commercial, "Lost another loan to Ditech!". Had meant to write this up the last few weeks, but dithered. We have been accumulating the bonds here... login to read the rest view available tags
1	member 11/03/03 8:18AM q's
very interesting posting. could you elaborate a bit about the financials (ROE, ROIC, Margins, Revenue, EBIT) over the past few years? What do you think the sustainable earnings power of PGOGY is considering view available tags

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			2002	2003
Price:	7.30	EPS
Shares Out. (in M):	0	P/E
Market Cap (in $M):	190	P/FCF
Net Debt (in $M):	0	EBIT	0	0
TEV (in $M):	0	TEV/EBIT

Description

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Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

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