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Ray Meadows, CFA  

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  • Ray Meadows, CFA
    PGN Overpays For Prospector $PGN http://seekingalpha.com/p/22h9f
    11/17/14
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      • Ray Meadows, CFA
        My prior target was 5.60 and I sold this at 6.05. Looking at the effects of capital structure changes at LSE I now put its value at 5.00.
        2/24/11
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          • Ray Meadows, CFA
            The dilutive capital raise for LSE reduced FFO per share, but eliminated refinancing risk of their credit line - its roughly value neutral.
            8/13/10
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              • Ray Meadows, CFA
                I still like this stock but it's worrisome that management of LSE didn't account for their new share count in guidance provided at Q1.
                8/13/10
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