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Posted On: 04/05/2017 2:16:40 PM
Post# of 41414
Re: The Lieutenant #32289
Like staring are Margot Robbie type salivating....
At 3b MCap that would be 60 times where we are now.... I can live with that. But we know an RS is coming so multi billion gets diluted a bit. However, if you are asking me to paint a picture of value... then it is all time line based.
I don't have the numbers to work with. I would take the estimated GL that we know will be based on 65% load and bump that closer to industry 85% load and adjust again for other cost changes. Multiply that by a growth pe of 35-50 and then come up with a base price. That will then be impacted by expansion and more profitable routes added. I think I once said .60 per share when we were at 2.5 bill s/o.
Here's the beauty of the r/s. The dollars calculated for annual income stay the same but the s/o basis change dramatically. So unadjusted I would actually expect 1$ per share by end of year 2 or 3. Too many unknowns. But reading Tutuba's tea leaves has me guessing that ramp up will me more Aggressive than previous management plans.
But this is why I have alwaysed advocated for the RS. $1 is not enough to drag in the institutions. That will impact supply and demand. Also keep in mind market cap is much different than accounting value in an annual report.
At 3b MCap that would be 60 times where we are now.... I can live with that. But we know an RS is coming so multi billion gets diluted a bit. However, if you are asking me to paint a picture of value... then it is all time line based.
I don't have the numbers to work with. I would take the estimated GL that we know will be based on 65% load and bump that closer to industry 85% load and adjust again for other cost changes. Multiply that by a growth pe of 35-50 and then come up with a base price. That will then be impacted by expansion and more profitable routes added. I think I once said .60 per share when we were at 2.5 bill s/o.
Here's the beauty of the r/s. The dollars calculated for annual income stay the same but the s/o basis change dramatically. So unadjusted I would actually expect 1$ per share by end of year 2 or 3. Too many unknowns. But reading Tutuba's tea leaves has me guessing that ramp up will me more Aggressive than previous management plans.
But this is why I have alwaysed advocated for the RS. $1 is not enough to drag in the institutions. That will impact supply and demand. Also keep in mind market cap is much different than accounting value in an annual report.
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