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Leggett & Platt Inc T.LEG


Primary Symbol: LEG

Leggett & Platt, Incorporated is a manufacturer that conceives, designs, and produces a range of engineered components and products found in many homes and automobiles. The Company’s segments include Bedding Products, Specialized Products and Furniture, Flooring & Textile Products. Bedding Products segment supplies a variety of components and machinery used by bedding manufacturers in the production and assembly of their finished products, as well as produces private label finished mattresses for bedding brands. Specialized Products segment supplies lumbar support systems, seat suspension systems, motors and actuators, and control cables used by automotive manufacturers. It also produces and distribute tubing and tube assemblies for the aerospace industry and engineered hydraulic cylinders used in the material-handling and construction industries. Furniture, Flooring & Textile Products segment supplies a range of components for residential and work furniture manufacturers.


NYSE:LEG - Post by User

Comment by nlr2on Mar 16, 2012 1:29am
358 Views
Post# 19679160

RE: RE: RE: Q4 results

RE: RE: RE: Q4 results

Leg's growth this year is like 95% funded by cashflow and it will only improve. Legacy is different then others as their production is underpinned by the Turner Valley asset which has minimal declines. Also as they get more and more horizontal producers past the two year point the declines shrink massively and decline becomes less of an issue. Add in some waterfloods and at a point fairly soon 10-15% growth per year from cashflow is easily doable. CNQ and SU have crazy operational risks. CNQ has had how many problems with Horizon now in the past two years? Also Suncor has had serious international problems. Size brings more operational risks. Also in companies that size how do you move the production growth needle up? Takes a bunch of your free cashflow. 

 

Fearless Forecast of the Day- Legacy buys Fairborne's Manitoba division as there one acquistion of the year, or one of two if they put BWD out of its misery. Haha.

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