DYCOM INDUSTRIES INC DY S

January 04, 2016 - 11:57pm EST by

member

						2016	2017
Price:		68.60		EPS		0	0
Shares Out. (in M):		32		P/E		0	0
Market Cap (in $M):		2,228		P/FCF		0	0
Net Debt (in $M):		620		EBIT		0	0
TEV (in $M):		2,848		TEV/EBIT		0	0
Borrow Cost:		Available 0-15% cost

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#	AUTHOR DATE SUBJECT
7	member 5/13/09 11:55PM RE: question 6
Sure, those are interesting questions. 1) 2002 is kind of a funky year to look at as a base year because it was just after the California energy crisis. To make a very long story short, SCE... login to read the rest view available tags
6	member 5/12/09 6:33PM question
Thank you for the thorough writeup. As I am not experience with utilities, I have a few basic questions: 1) Given the dynamic of a regulatorily permitted rate of return off the asset base, why has... login to read the rest view available tags
5	member 5/09/09 1:05PM RE: RE: RE: RE: questions 4
Ah, my numbers didn't include the add'l Op CF each year from growth. As your numbers show it's quite substantial. If you subtract the dividend from your numbers the % funded by common drops, but view available tags
4	member 5/08/09 9:08PM RE: RE: RE: questions 3
Since 2008 is now in the books let me use that as a base year. Growing the rate base from $12.4 billion in 2008 to $23.1 billion in 2013 will require $20.4 billion of capex, according... login to read the rest view available tags
3	member 5/08/09 11:00AM RE: RE: questions 2
Snarfy, let me make sure I understand. Going from 11.7b to 23.1b base rate will require 11.4b of capex above depreciation from 2008-13. 1.6b is funded from ST debt and the remaining 9.8b is funded... login to read the rest view available tags
2	member 5/08/09 12:11AM RE: questions 1
Thank you for your questions. The EMG ring fence you are asking about no longer exists, as you correctly heard on the call. One of the big factors contributing to the California energy crisis was... login to read the rest view available tags

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