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#	AUTHOR DATE SUBJECT
13	member 4/01/03 10:52AM mickey
$13-$14 is probably a fair range. Personally, I sold a little while back in the 11's. I don't think you stand to lose much if you hold on to the shares but at... login to read the rest view available tags
12	member 3/31/03 4:54PM Update
Can you please give an update on your views of SCST now? Thanks. view available tags
11	member 3/17/03 9:32AM Update - Sorry last message go
As a new member this week to VIC I was happy to see your write-up on SCST. I invested in the stock after the spin-off and went short ABFS, USFC, and ROAD as a... login to read the rest view available tags
10	member 3/17/03 9:24AM Update?
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9	member 10/16/02 3:50PM further responses
1) They depreciate using the MACRS method. 2) There was a question about the condition of their assets. They have a relatively young fleet. Average age at Jevic is 3 years and average... login to read the rest view available tags
8	member 10/15/02 2:59PM fizz
Hi, Fizz. Sorry for the delay..... 1) The $27.5million figure was an estimate for net CapEx and includes both maintenance and anticipated expansion. They were incorporating some kind of economic recovery into their... login to read the rest view available tags
7	member 10/13/02 4:51PM Capex
Interesting idea. I havn't had a chance to look through the idea very carefully yet, but it seems that the Capex vs. depreciation is one of the key issues. 1) you say that maintenance capex... login to read the rest view available tags
6	member 10/11/02 1:00AM jim
Hi Jim, It's getting late so I'll answer a couple of the easy questions now and then get back to you tomorrow. As to the FCF issue: The level of capex in 2001 and... login to read the rest view available tags
5	member 10/10/02 11:45PM A few Questions
Hi Joe... nice write up! Can you speak to the quality of these assets. Are the terminals and fleet in good shape? How do the yields per load compare to their competitors? Based on pure... login to read the rest view available tags
4	member 10/10/02 3:52PM matt
In the writeup I said it was a regional operator, not national. The parent company is left with the national operations. And I do agree that it is a lower quality asset than... login to read the rest view available tags
3	member 10/10/02 3:29PM Comparables
SCST is not national, and its historical operating ratio is significantly lower than names like USFC & ROAD, let alone ABFS. It does seem cheap, even adjusted for the lower quality of the asset, view available tags
2	member 10/10/02 12:10PM kiss
EPS might be a widely looked at metric for many investors but in the case of SCST I don't feel that reported EPS is a very good metric to look at due to the fact... login to read the rest view available tags
1	member 10/08/02 7:57PM scst
what #s are you using for 2002 and 2003 eps? view available tags

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			2024	2025
Price:	32.53	EPS	0	0
Shares Out. (in M):	11	P/E	0	0
Market Cap (in $M):	371	P/FCF	0	0
Net Debt (in $M):	18	EBIT	0	0
TEV (in $M):	390	TEV/EBIT	0	0

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