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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 Jan 24, 2015 7:06pm
238 Views
Post# 23359996

RE:Wonder why...

RE:Wonder why...Either they hate us all, or they are in a black out. I will say that LGX investor communication has always been poor. They have never responded to an email I have sent.  Mind you I haven't sent millions but still.

On an interesting LEG note Peters and Co. says that according to Geoscout Legacy had 5 of the top 20 oil wells for Western Canada in November.

https://www.investorvillage.com/uploads/41973/files/peters.pdf

With the cost and productivity of the Midale wells Legacy should cut the budget further and hit this play hard with the remainder. A bit of a shame to waste the production in this cost enviroment, but its better than bankruptcy.

With cost savings they can drill each Midale well for 2 million. With a hundred million dollar program they can drill 50 wells, and add 20,000 boe/d on an IP basis. With timing and declines this would give them about 6,000 boe/d on a full year average. Declines are about 8100 boe/d. So that will keep us nearly flat. They could also mix in some conventional Sask wells if they don't want to go this hard after the Midale. The conventional wells are cheaper but have lower IP's. Either way add on 11 million for waterfloods and 20 million for facilities. Total program of 131 million. If cashflow is 182 million, taking off the capital program and interest payments we should be break even without gutting the company. However I still think we would be offside the debt covenants if these price levels hold. 
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