GREY:VICUF - Post by User
Comment by
woodchukon Nov 02, 2011 12:33pm
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Post# 19202268
RE: are we there yet?
RE: are we there yet?i just bought in - was watching for a while.
pros
increased leverage to US agriclture market with Buhler alliance
potential doubling of insulated panel sales with new facility in arkansas and changes in building codes (requirement for higher R values )
sales are strong and good brand recognition with 60-70% market share for weststeel and 45% market share Vicwest BP
low capex
better food storage practises internationally mean higher sales with new office opened in Spain
cons
cyclical industry
possible dividend cut to a more sustainable pay out
higher steel prices