Seeking Alpha

Gulf Island Fabrication Inc. (GIFI)

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Comments on GIFI

  • Gulf Island Fabrication: Value with Deepwater Exposure [View article]
    Devon, Tom and Harry thank you for a civil and well carried out discussion on ATPG. I was also quite alarmed at Tom's paragraph on ATPG... More »
    Comment by babajay
    Oct 18 08:23 am |
    Rating: +1 0
  • Gulf Island Fabrication: Value with Deepwater Exposure [View article]
    Devon Shire and Harry W, I went back to the original article and as you have said the debt issue is covered in detail. ... More »
    Comment by Tom Armistead
    Oct 10 07:59 am |
    Rating: 0 0
  • Gulf Island Fabrication: Value with Deepwater Exposure [View article]
    "just read an article by Devon Shire on ATPG, very enthusiastic although not very careful in discussing the balance sheet and creative... More »
    Comment by Devon Shire
    Oct 9 16:17 pm |
    Rating: +1 0
  • Gulf Island Fabrication: Value with Deepwater Exposure [View article]
    Tom, Thank you for clarifying that point. It certainly is a weight off my mind. What an unfortunate misunderstanding, and it could so... More »
    Comment by HarryW
    Oct 8 21:41 pm |
    Rating: 0 0
  • Gulf Island Fabrication: Value with Deepwater Exposure [View article]
    Harry, I was not trying to imply that GIFI contemplates litigation against ATPG, or indeed that they have any legal claims against them.... More »
    Comment by Tom Armistead
    Oct 8 19:26 pm |
    Rating: +2 0
  • Gulf Island Fabrication: Value with Deepwater Exposure [View article]
    Tom, Let me say, up front, that I am ATP shareholder and that is where I am coming from. I can certainly understand why you would have... More »
    Comment by HarryW
    Oct 8 00:29 am |
    Rating: 0 -1
  • Gulf Island Fabrication: Value with Deepwater Exposure [View article]
    I don't have any information on the contract or potential litigation. The point in looking at ATP was to see if there was anything to... More »
    Comment by Tom Armistead
    Oct 5 07:41 am |
    Rating: 0 0
  • Gulf Island Fabrication: Value with Deepwater Exposure [View article]
    Tom, You wrote: "I looked at ATPG's operations and did not form a favorable impression." I'm curious to know why you thought it... More »
    Comment by HarryW
    Oct 5 02:53 am |
    Rating: +1 -1
  • Gulf Island Fabrication: Value with Deepwater Exposure [View article]
    Don, comparing the two strictly on valuation, CRR is now above its midpoint based on historical average earnings, while GIFI is well... More »
    Comment by Tom Armistead
    Oct 2 09:28 am |
    Rating: +1 0
  • Gulf Island Fabrication: Value with Deepwater Exposure [View article]
    Tom, Well, I typed out a big long reply then hit the wrong button and it was lost. Anyway, GIFI to me is more of a trading vehicle... More »
    Comment by Don-n-ABQ
    Oct 1 19:21 pm |
    Rating: +1 0
  • Gulf Island Fabrication: Value with Deepwater Exposure [View article]
    Nice work, and thanks for the attribution...
    Comment by Alan Brochstein
    Sep 29 21:22 pm |
    Rating: 0 0
  • 8 Small-Caps Still Trading Below Book Value, with Net Cash [View article]
    Food for thought. Also (on a more general note) I hear that the earnings reports coming out in the coming weeks are expected to beat... More »
    Comment by Senan
    Sep 28 05:49 am |
    Rating: 0 0
  • 8 Small-Caps Still Trading Below Book Value, with Net Cash [View article]
    Good work, AD. Thanks.
    Comment by ArtfulDodger
    Sep 28 05:16 am |
    Rating: +2 -1
  • 8 Small-Caps Still Trading Below Book Value, with Net Cash [View article]
    Thanks for the info - some great ideas to think about further, and obviously check out for myself. You are correct - screening is often... More »
    Comment by Stock Gambler
    Sep 27 15:49 pm |
    Rating: 0 0
  • 8 Small-Caps Still Trading Below Book Value, with Net Cash [View article]
    Very tight concise review. I really liked the inclusion of the links for further DD on the Fundamentals of each company. Thanks for... More »
    Comment by Freya
    Sep 27 03:07 am |
    Rating: +3 -1