GREY:TSTIF - Post by User
Comment by
screamer99on May 10, 2019 9:55am
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Post# 29733628
RE:RE:How many VP4's will be sold in 2019?
RE:RE:How many VP4's will be sold in 2019?A few questions:
1. If this company is such a great investment, why hasn't management invested in it to date?
2. Listen to the sales target achievement question at 20:20 of the call. RR says that every one he talks to says it's a "huge task" and "herculean effort". Everyone he talks to? Even his own sales force? Says he's not focused on whether he "misses it by something", but reiterates the sales team is incentivized by the target. So what? What a weak response. How can anyone gain comfort over the forecast?
3. Has anyone run a cash flow model? As the cash balance declines WITH PAID INVENTORY on hand, from where will the cash come when it comes time to stock inventory for subsequent quarter sales? Aren't the working capital requirements going to suck up available cash? Any comments on details available in analyst reports would be welcomed.