csl vs ncm

Just been reading all the hype on NCM and takeover rumour. If true it would be great to all that hold, however I won't be touching it at it's current levels. I'm more inclined to go with CSL. Of course they are vastly different companies however looking at the fundamentals you can make up your own mind. NCM 15.90... book value 2.69, EPS 32.5, PE 45.8 ( 30/06/05..EPS 92.6, PE 16.1 ) DIVY .05, ASSETS $237.95mill vs LIABILITIES $316.6mill, MARKET CAP $4.9bill with 328.525mill shares. CSL 23.43...book value 8.02, EPS 42.1, PE 55.7 ( 30/06/05..EPS 131.2, PE 17.9 ) DIVY .34, ASSETS $749.4mill vs LIABILITIES $243.37mill, MARKET CAP $4.6bill with 196.448mill shares. In newcrest's defence they are an excellent low cost producer but I can't see the $25-$35 valuations by some hotcopper members becoming reality. I believe CSL on the other had has the potential to continue regaining lost ground over the past 3 years to around $40 in 6 - 9 months. The appointment of John Akehurst ( former Woodside CEO ) is a tremendous plus with his previous successful dealings with asian neighbours . In turn this will help them in their international expansion plans. Since his appointment in April shares have risen over 10%. Just look at what happen to ORI when the top position was changed 3 years ago to Malcom Broomhead ( formally North Ltd ) , the share price has risen from $4 to $15. Time will tell in the end.. This is mearly my opinion. Good luck to all and happy trading.