value of ezestream
mac, like you, i believe eze's price is starting to reflect the value of wti, this is easily calculated based on eze holding in wti.
ezestream's valuation is less clear - whilst qtry's show increasing c/flows from operations, the question is how big and quick can it grow.
based on past announcements, their market size is around 300,000 rooms and they have 15,000 (5%).
if they get 25,000 they should generate considerably higher cashflows as they have scale and lower rate of existing o/heads as cost/room. they were at around 10,000 in june 2005 and reckon 18,500 by nov 06, based on that they should reach by 25,000+ by nov 07 - probably sooner, as coy's get higher market share they become better known in the market.
cheers
EZE Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held