tag:blogger.com,1999:blog-7294165939647321702.post1014093835508027135..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Value in Action: Sherrit InternationalSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7294165939647321702.post-89389527715485500082008-10-02T15:23:00.000-04:002008-10-02T15:23:00.000-04:00Indeed, this is not the same company situation tod...Indeed, this is not the same company situation today as in 2001. Today, this is a 1.5B market cap company and the current assets of $1.6B is far outweighed by the total liabilities of $4.5B (i'm approximating). So this is definitely not a Graham net-net like in 2001 where just the current assets less all liabilities was worth more than the stock price and you essentially got all the capital assets thrown in for free!Reyer Barelhttps://www.blogger.com/profile/07311930625531394620noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-12317892597748233432008-10-02T10:21:00.000-04:002008-10-02T10:21:00.000-04:00Unfortunately the same situation does not exist fo...Unfortunately the same situation does not exist for the company in today’s markets.Anonymousnoreply@blogger.com