EFTA00377568.pdf
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From:
To: "Jeffrey Epstein" <MIIIM
>
Date: Thu, 19 Dec 2013 15:15:13 +0000
Importance: Normal
So to give you an idea how I think. PEIX is my favorite. It's down 99.9 percent. lbn in
sales. Corn prices are down to 4.34 bushel and they can make .30-1.00 per gallon. 200mm
gallon capacity. 57mm market cap. 90mm net debt. I feel its a 10-20X. YRCW. 5.3bn trucker.
Should be making 10 percent EBITDA margins. Was getting there. Had a fuckup last Q but they
have fixed it. At 8X ebitda. 1.1 bn in debt and 180mm market cap, the equity assuming no
dilution can go to 3bn. That's 15X. Prob will be some dilution but can easily go 5X. Those
are just 2. We can discuss the others
Sent via BlackBerry from T-Mobile
EFTA00377568
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| Filename | EFTA00377568.pdf |
| File Size | 24.2 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 729 characters |
| Indexed | 2026-02-11T16:11:38.500603 |