UNITED DEV FUNDING IV UDFI

March 20, 2019 - 2:26pm EST by

member

						2019	2020
Price:		4.08		EPS		0	0
Shares Out. (in M):		31		P/E		0	0
Market Cap (in $M):		125		P/FCF		0	0
Net Debt (in $M):		8		EBIT		0	0
TEV (in $M):		0		TEV/EBIT		0	0

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8	member 5/08/12 12:47PM Any update?
Moneyball - any comments on the earnings/call? Thanks. view available tags
6	member 5/07/12 5:28PM RE: RE: question for zbeex 5
Thanks zbeex. Has this been stated publicly anywhere (like where I can review in a transcript) or did you get this from informal conversations? If the latter, what would be the best type of industry view available tags
5	member 5/03/12 4:43PM RE: question for zbeex 4
The latter. The contracts appear to be flexible. view available tags
4	member 5/03/12 3:40PM question for zbeex
I have also done some work on this one. Zbeex, are you simply saying that the 20% of their annual supply that will price with the spot market has come off a little bit on... login to read the rest view available tags
3	member 5/02/12 11:33AM More Questions
I see that rail transportation has become a huge part of the story here. Is it possible that the rail companies will suck up all the excess profit as they become the limiting factor, not... login to read the rest view available tags
2	member 5/02/12 11:18AM Some questions!
Thanks for the write-up: From our analysis, SLCA is expected to generate 53% of its revenues and 62% of its contribution margin from fracking sand sales to the oil and gas industry. The remaining revenues and... login to read the rest view available tags
1	member 5/02/12 7:59AM Moat?
I am new to the story, but can you address (other than comps) why this deserves a double-digit multiple? If this is such a wonderful ROE/ROI, why won't new supply enter the market in the... login to read the rest 1 view available tags

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