TSXV:GDNP.H - Post by User
Comment by
dileas48son Apr 14, 2021 8:54am
173 Views
Post# 32991452
RE:All we need in the meantime....
RE:All we need in the meantime.... I sometimes wonder whether, even if a national level client did come to the table, that GDNP
currently lacks the additional manufacturing capacity to meet the needs of such a client?
I have not done enough research to understand, with the addition of IPF and Shepherd, what their capacity is
beyond their current revenue capabilities. Is it 50% more, is it 100% more? I don't know.
We do know that they are currently upgrading the IPF facility to increase capacity. I don't know if our other third party producers are doing the same thing, or how much excess capacity they had in the first place.
I think this would be a great area for Paul to speak to at the soon to be announced Investor Day. How much untapped revenue capacity does GDNP have at it's disposal today, without further acquistions?
I suspect there is a fine line between ensuring the business adequately meets the demand of their existing customers with being able to land a whale and service all clients on a continual basis. It could very well be that some of these whales are knocking on the door but there are manufacturing capacity limitations still to be worked out.
Rejean1 wrote: As the company grows and matures is a couple of new national clients in the fast food business. Who will be the first to go green?