Worldwide Restaurant Concepts SZ

December 28, 2001 - 7:24pm EST by

member

						2001	2002
Price:		1.20		EPS
Shares Out. (in M):		0		P/E
Market Cap (in $M):		33		P/FCF
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT

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11	member 1/08/15 6:04PM Re: Snarfy/Biffins - debt per boe 10
ROSE is at ~$15/boe of PDP reserves. That is on the upper end of what is acceptable, and only because their assets are so good and their debt is termed out at <6% coupons. SM... login to read the rest view available tags
9	member 12/29/14 3:07PM Re: Re: Valuation Method 5
Snarfy and Biffins pretty much gave my reasoning. Irrelevant was not the right word. What I meant to convey is that I think EV/EBITDA, in isolation, is a really poor metric to focus on when you're... login to read the rest view available tags
8	member 12/29/14 2:07PM Re: Re: Re: Re: Nat gas outlook for 2015? 7
I think the other reason EV/EBITDA is flawed is because it ignores the massive capital intensity of the business. If you're not spending you're dying. The real credit metric is debt per boe of proved view available tags
7	member 12/29/14 1:45PM Re: Re: Re: Nat gas outlook for 2015? 6
The reason EV/EBITDA for valuation is no longer very relevant is that these are now credit situations. What is more important is Debt/EBITDA and EBITDA/Interest and other credit metrics. With continuing cash burn (and with... login to read the rest 1 view available tags
6	member 12/29/14 12:12PM Re: Re: Nat gas outlook for 2015? 3
Forget declines in associated gas. There is some merit to the idea in isolation, but the Marcellus is just too prolific and the Utica is coming on. Range just had the best IP rate of... login to read the rest view available tags
4	member 12/28/14 10:25PM Valuation Method
I think ebitda multiples are irrelevant for e&ps in this environment. Could you talk about their assets and why you think you are buying them at a discount? Comstock may have some good assets. But view available tags
1	member 12/27/14 10:29AM Relative valuation analysis
Any particular reason why this E&P is a better idea than the hundreds of alternatives in the US and Canada? When an entire sector has crashed due to severe price dislocations, I think a detailed relative valuation 3 view available tags

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