RE:RE:RE:RE:RE:RE:RE:Updated Pack Date List Just stating facts joh, from what I glean and assess and after adding your numbers and assumptions, of which is the best info outside of reports, NRs etc fromthe company on where the rubber meets the road....product out, shelved, sold and restocked.
The guidance from Moore/team has been spot on from what we are seeing today. Beena will provide guidance in fiscal yearend report and I expect it will be every bit as informative, plus. There is still plenty to do with regard to debt and share count but with profit realized all of these issues can be managed and brought in line....when FIRE is in the $200mil per year range, over the next couple of quarters or so, much will be cleaned up very quickly.
Going forward the FIREmenu will expand and add anything and everything the consumer want's to buy and delete the lines with little demand....most important net margins will continue to improve on the already sweatest balance sheet in the sector and Beena hasn't even got started yet.
Probably the best part of your articulate and well researched input is your conservative bent, honesty and fact have value and purpose but are sadly all to rare these days...there has been a
definate spring in your verbiage of late, which is in line with the Beena/Moore effect. FIRE will continue to full production in the near term and beyond down the road, with significant contrast to the rest in the sector gaining clarity by the month. Everyone values your DD joh, if they know what is going on, JMHO...Opt
johnale wrote: Hahaha thanks -
ya the level of due diligence I'm putting into this one is more than I've ever done. But necessary given the situation.
ill say this - I have a hard time seeing us do anything less than 15mil. That's like a hard floor if a lot of assumptions are wrong.
17mil is my low end estimate.
I think we fall somewhere pretty close to 20mil.