OTCPK:PILBF - Post by User
Comment by
aggmanon Nov 10, 2014 8:00pm
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Post# 23115493
RE:RE:Q3 Call - high-lights, low-lights, deeper read
RE:RE:Q3 Call - high-lights, low-lights, deeper readyou could be right - i need to look into it.
for me a mild concern is - there have been too many issues that they don't control that adversely nibble away at results:
- channel dredging (core of engineering) - but this impacts PLS shipping costs, and transportation costs (PLS take it on the chin).
- customers have a contractr delay, PLS miss a slot - CHARGE
- sulphur permit - increases cost - pass through - agg look less competitive
- property taxes - charge
too many non-controllables and they appear in every quarter. i'm looking for a clean quarter or 4.
they should report ASP in 2 categories: ex-quarry and delivered costs - we'd have better visibility into price improvement (or lack there of) - this is a simple business - it should be reported cleanly.