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Nordex Explosives Ltd V.NXX

"Nordex Explosives Ltd is engaged in development, manufacturing and resale of explosives products in Canada."


TSXV:NXX - Post by User

Post by Bean_and_Dunnon Apr 02, 2015 4:04pm
182 Views
Post# 23593216

2013 fourth quarter was UGLY loss of $481,944

2013 fourth quarter was UGLY loss of $481,944No tangible explanation of what caused the loss.

Net Income For the year ended December 31, 2013, Nordex recorded a loss before tax of $147,067. There was a provision for income tax of $38,178. This resulted in net after tax loss of $185,245 for fiscal year 2013. This compares to a net profit after tax of $475,350 for the fiscal year 2012.

The Corporation’s net income was impacted through the following:
1. Increased staffing of approximately 20 new employees for the Buttbuster line and operators for the underground loading equipment during Quarter 4 of which revenue is now being recognized in Quarter 1 2014
2. Inability to recognize revenue from outdated inventory, inventory was subsequently reduced during Quarter 4
3. Increased expenditures related to the development of underground loader systems with no revenue recognized in 2013 which is now being recognized in Quarter 1 2014
4. Increased depreciation costs in 2013 5. Increased costs associated with currency exchange rates



1. Were the 20 employees being paid to make Buttbuster and they couldn't sell this product? To me that does not make any sense what so ever. If they manufactured Buttbuster it was to sell, so this would be good inventory, Right? All employees are being paid to manufacture product. Why is the loss for the year being blamed on the Buttbuster personel?

2. Okay so this is where we talk about a large inventory write down. Is that right? Please tell the shareholders what specific inventory was written of. What was the dollar amount of that inventory. If management purchased this "outdated" inventory. Why did they purchase it? Why exactly does management deserve any pay or bonuses for these poor purchasing decisions? Why are the directors getting any share options? Would you please explain what steps management and the board is taking to prevent such wastage in 2015 and future years? 

3. Increased expenditures for the development of underground loading systems. Seems to me that wages paid to these employees should be capitalized as these machines will be used to gain revenue in the future.

4. Increased depreciation costs I can readily appreciate.


The shareholders were blindsided by the Annual Report. Because there was no suitable explanation , nor promise that such a quarter would not soon happen again, nor that the CEO would be held accountable. Shareholders sold off in droves. In April 2014 2,236,000 shares were sold versus only 534,000 shares the previous month. Another 839,000 shares were sold in May. Nordex went from Fabrice Taylors top pick in Feb 2013 to become the proverbial dog barking in the back yard. 

Last year Nordex focussed their attention of the market capitalization and showed how it had grown from $2,749,640 in 2011,  $5,298,208 in 2012 and then to a whopping  $9,954,269 in 2013.
It will be interesting to see whether they publish the same chart at the beginning of their MD&A. As of today market cap was only a bit under six million dollars.

B&D
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