HOGS PPE/Sales forecast II
if capacity utilization = used/available = .65
and this statistic is going to .90, then
NFO –constant or changing?
Financing Assumptions
Current Debt/Total Assets
Long
-Term Debt/Total Assets
Minority Interest/Total Assets
Preferred Stock/Total Assets
Dividend Payout Ratio
Why?
is it that easy?
make a list of all the things we could do to improve
on our:
BS forecasts
what is it all worth?
r = 10%, Price = $25.94
check the sensitivity to the PPE/Sales ratio
make the terminal value .31 (due to 75% utilization)
next class
Chestnuts! reverse engineer the analyst report
reverse merger issues with Chinese companies