bostongekko

GeoEye Could Benefit from Government Imaging Needs

Is GEOY competitive or complementary with Intermap (ITMSF or IMP.TO)? Intermap is nearly finished with a $140M 3D map of the U.S. and Western Europe...yet it trades at a $72M market cap. It did 9.6M in revs with positive EBITDA in Q4.

Sounds complementary to GEOY, while trading at a deep discount to invested capital. Buyout candidate for GEOY? Perhaps they're both worth owning, but you're the mapping expert! What do you think?

I Wish I Were as Optimistic as Doug Kass

Gtarras, have you published your outlook for the U.S. economy anywhere? I find your commentary on other people's work to be insightful and would enjoy reading your take on things.


On Dec 31 08:41 PM Gtarras wrote:

> "Give me 4.5% and I would refinance. Unfortunately, that would do
> nothing for the housing market. It would put some more money into
> the hands of people who won't spend it anyway."
>
> as a former finance PhD drop-out, and believer in research, I could
> not disagree more... there is plenty of evidence, the statement is
> wrong, you can start here:
>
> https://www4.gsb.colum...

Is GeoEye Poised to Take Off?

Nice sales pitch. Your writing used to seem more grounded. Now, it could be used to help the auto industry sell cars. Sniffs of desparation.

Ambac Needs Capital Infusion to Keep Its AAA Rating

Given the big drops in valuation, I think the key here is to invest in survivors and short the walking dead. Who are the companies that are hurting and unlikely to be bailed out?