| To: Steve Smith who wrote (7) | 7/21/1997 1:13:00 AM | | From: Thomas J Engelsma | | | |
Steve,
This is from the May 6th company press release (earnings)
"Analysis & Technology's contractual backlog at the end of fiscal 1997 was $481 million, an increase of 5% from backlog of $459 million at the close of fiscal 1996."
But don't take this as one year backlog, most contracts are of a
5 year nature. (so look at it as a firm 96 mill annual back log for
five years -- with an additional 50+mill sales.)
Later, TOM |
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| To: Steve Smith who wrote (7) | 7/24/1997 8:07:00 AM | | From: Thomas J Engelsma | | | |
Earnings out today:
For the Quarter Ended
June 30,
1997 1996
(unaudited) (unaudited)
Revenue $37,450 $32,488
Operating earnings 1,843 1,497
Earnings before income taxes 1,612 1,355
Net earnings $ 916 $ 793
Earnings per common and common
equivalent share $ 0.38 $ 0.33
Weighted average shares and
common equivalent shares
outstanding during the
period $ 2,370 $ 2,422
Backlog at 487million
PSR calcs have this one now valued at $63 per share (no growth)
EPS calcs have this one now valued at $27 per share (no growth)
Plan on some movement today or soon.
Heads Up.
Later, TOM |
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| To: Thomas J Engelsma who wrote (11) | 9/4/1997 4:58:00 PM | | From: Thomas J Engelsma | | | |
Found a 'look alike' for PSR comparisons, it's CMRO (Comarco)
They were/are a defense supplier that broadened their sales
going commercial with a software/service product. Thay are
commanding a 1.33 PSR with 80 mill sales. Meanwhile AATI
is holding the meager .34 PSR of a defense supplier with sales
of 142 mil -- So CMRO is overvalued (don't think so) or AATI is
undervalued (think so).
Just for fun let's hit a neutral ground of PSR= (1.33+.34)/2 = .83
So, .83 * 142 mil / 2.32 mil shares = 50.8 per share!!! thats low
neutral ground with no growth (AATI is growing sales about 16% )
Finding one this undervalued makes you look everywhere for
something that was missed , and that is usually LTdebt, in this
case it is minimal (.06 d/e ratio) Only thing I can find that has been
missed is coverage by instituions -- anotherwords, actually have
a chance to beat the funds.
Later, TOM
opertech.com |
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| To: Thomas J Engelsma who wrote () | 12/18/1997 3:07:00 PM | | From: Thomas J Engelsma | | | |
Something interesting is happening here.
Re-crunch of the numbers shows a near term target of 32
or about a 30% gain short term.
Long term is still at the 62 area.
Later, TOM |
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