p**********e
发帖数: 89 | | q********g
发帖数: 10694 | | q********g
发帖数: 10694 | 3 下一步怎么走，各位大牛有什么看法么？
【在 q********g 的大作中提到】
: 没看到之前，刚出了一半先。留一半继续看。
| q********g
发帖数: 10694 | | N*S
发帖数: 213 | | N*S
发帖数: 213 | | q********g
发帖数: 10694 | 7 图形上看这大波的第四个小台阶。不清楚后来会怎么样啊。清洁能源概念还不错吧，而
且工厂快投产了，之前也有一些意向性的合同。
我是青蛙 | j*****2
发帖数: 306 | 8 RNF is IPO soon.
should value around $1billion, RTK own 60% of it after IPO, plus will
proceed around $250M to 300M cash from the IPO.
assume RNF's 60% worth $600M(thats 2.5buck), but usually trading the PARENT'
s shares with huge discount, see VMW vs EMC.
so, I value this part at around 1.2 to 1.8buck.
ALT-ENERGY BUSINESS(plus the new $250M), I value at 50cent, now..
so, fair value: 1.7 to 2.3??
I sell tomorrow, and buy RNF, the new IPO, anyway..
both TNH & UAN is value at 9% yield, RNF at 20buck is yield almost 12%, so,
RNF has to go higher...
【在 q********g 的大作中提到】
: 图形上看这大波的第四个小台阶。不清楚后来会怎么样啊。清洁能源概念还不错吧，而
: 且工厂快投产了，之前也有一些意向性的合同。
: 我是青蛙
| q********g
发帖数: 10694 | 9 大牛跑了么？
我这个青蛙的感觉这个还要窜一下。
PARENT'
,
【在 j*****2 的大作中提到】
: RNF is IPO soon.
: should value around $1billion, RTK own 60% of it after IPO, plus will
: proceed around $250M to 300M cash from the IPO.
: assume RNF's 60% worth $600M(thats 2.5buck), but usually trading the PARENT'
: s shares with huge discount, see VMW vs EMC.
: so, I value this part at around 1.2 to 1.8buck.
: ALT-ENERGY BUSINESS(plus the new $250M), I value at 50cent, now..
: so, fair value: 1.7 to 2.3??
: I sell tomorrow, and buy RNF, the new IPO, anyway..
: both TNH & UAN is value at 9% yield, RNF at 20buck is yield almost 12%, so,
| j*****2
发帖数: 306 | 10 run la, 1.92 & 1.93, out today.
bottomline is RISK/REWARD is bad now..
【在 q********g 的大作中提到】
: 大牛跑了么？
: 我这个青蛙的感觉这个还要窜一下。
:
: PARENT'
: ,
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