Boondog,
Saw your post before it was moderated. The market can be irrational, but I think the bottom falling out of RCRs price to the extent you suggested is a big call.
I invest on fundamentals and momemtum. The former looks good for RCR - they are conservatively geared, have a low EV, low price to operating cashflow (my estimates at the bottom of this post). Plus they have a good outlook - in the mid year briefing they reported their order book was $245M of orders on hand at June 2009 (previous corresponding period $170M) with 50% of anticipated full year project revenue already contracted or under negotiation.
RCR could do alot better in updating the market on work won and earning estimates. Anyway, I am long. The company is worth north of $2 in my estimates using a peer comparison basis - time will tell which one of us is right.... cheers
1.88 Current ratio
2.00 Quick ratio
0.48 Debt/Asset ratio
0.94 Debt/Equity
120,900 Market capitalisation
174,688 Enterprise Value
96,688 Tangible enterprise Value
12.55 Enterprise multiple (EV/EBIT)
4.04 Enterprise multiple (EV/EBITDA)
0.24 OCF/Share
0.08 FCF/Share
3.90 Price/OCF
11.85 Price/FCF
8.69 PER
0.765 NTA per share
1.365 NA per share
0.107 EPS
1.216 Price/NTA
0.136 eps 2010
0.191 eps 2011
6.84 per 2010
4.87 per 2011
0.05 div per share 2010
0.07 div per share 2011
0% div surprise
0.050 risk adjusted div 2010
0.067 risk adjusted div 2011
5.4% yield 2010
7.2% yeild 2011
- Forums
- ASX - By Stock
- RCR
- drop
drop, page-3
-
- There are more pages in this discussion • 7 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add RCR (ASX) to my watchlist
|
|||||
Last
3.9¢ |
Change
0.001(2.63%) |
Mkt cap ! $11.40M |
Open | High | Low | Value | Volume |
3.6¢ | 3.9¢ | 3.6¢ | $48.07K | 1.309M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 40540 | 3.7¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.9¢ | 89999 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 40540 | 0.037 |
1 | 40000 | 0.036 |
10 | 805142 | 0.035 |
5 | 482058 | 0.034 |
4 | 945000 | 0.033 |
Price($) | Vol. | No. |
---|---|---|
0.039 | 89999 | 2 |
0.040 | 237000 | 1 |
0.041 | 100000 | 1 |
0.042 | 389371 | 4 |
0.043 | 50000 | 1 |
Last trade - 16.10pm 23/08/2024 (20 minute delay) ? |
RCR (ASX) Chart |
The Watchlist
SER
STRATEGIC ENERGY RESOURCES LIMITED
David DeTata, Managing Director
David DeTata
Managing Director
SPONSORED BY The Market Online