RE: RE: RE: RE: RE: RE: Their giving this one away They are producing some very impressive free cash flow, and simple DCF model shows a valuation of 3 times the current price, estimating a conservative 5% growth. Their gross margins provide somewhat of a margin of safety as well. Most companies of this size in this market have a hard time producing margins like that.
Also, they make mention of increasing inventory a bit in their last annual report as part as their strategy to be ready for large orders like they had from Japan.