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Artaflex Inc V.ATF



TSXV:ATF - Post by User

Comment by jackbnimbleon Jun 16, 2009 9:15pm
202 Views
Post# 16076090

RE: RE: RE: LaBarge Analogy

RE: RE: RE: LaBarge AnalogyInteresting historical perspective. CLS is a mfr of high volume low margin business. You cannot win at that game by being a baby CLS. Instead, just like you cant be a baby Walmart, the key for small firms is to find a niche, somewhat like Magna did many years ago. Produce quality products and be dependable. If ATQ does this like LB it in my view will be very successful. It has top notch management with a cost control quality assurance bias, no bulls*it marketing spinners here coupled with now, thankfully, board members with serious skin in the game. Before the RH investment, the top management and board members owned less than 5% of the company.  Now RH is here with 60% and its warrants to take it up to over 70%. That represents a serious vested interest to use its credibility and network to build this company like Stronach built Magna. My only troubling concern is that apart from the Chair of the Board, no insider has bought any significant position in the company. Insider buying is usually a signal that the company has its act together and sees better days ahead...if so, then why are the senior management and insiders not buying???
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