RE:RE:My TakeBullman,
Agree with much of what you have to say after reading many of your posts previously, however I would argue three points in your last one
1. We will do 400 mil or more this year based on Q1's numbers.
2. You are not factoring in high single digit growth per annum
3. Many synergies (cuts and cost savings) could be made to this company from a PE stand point post purchase that MT has not done. From this point I agree with the shorts that MT has weaknesses but realizes them and is keeping additional management/staff post purchase for the next year or more to ease the transition and set a global structure. These people could be cut from a CXR standpoint down the road to help them maintain their future numbers once they feel more comfortable running a global company.
To me this will change your nu,bers by half