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Mission Produce Inc T.AVO


Primary Symbol: AVO

Mission Produce, Inc. is engaged in the farming, packaging, marketing, and distribution of avocados to food retailers, distributors and produce wholesalers. It operates through three segments: Marketing and Distribution, International Farming, and Blueberries. Its Marketing and Distribution segment sources fruit from growers and then distributes the fruit through its global distribution network. Its International Farming segment owns and operates orchards from which all fruit produced is sold to its Marketing and Distribution segment. Its farming activities range from cultivating early-stage plantings to harvesting from mature trees. Its Blueberries segment is a farming operation that cultivates blueberry plants in Peru. It provides value-added services including ripening, bagging, custom packaging, logistical management, and quality assurance. The Company also provides its customers with merchandising and promotional support, insights on market trends and hands-on training.


NDAQ:AVO - Post by User

Comment by StevieCohenon Mar 02, 2017 10:42pm
181 Views
Post# 25924438

RE:RE:Fire the IR schmuck!

RE:RE:Fire the IR schmuck!
justlogical wrote: Lot's of emotions on the board the last couple of days but "Dude" you are an absolute moron. Why you keep posting garbage is beyond me. I thought things were busier in your downtown Vancouver office.

My take, there are a lot of things going on in AVO's marketplace. Many have been discussed already and they do  affect the value of AVO stock. Without recurring revenue, each quarter is a scramble to meet or beat expectations. One miss and down you go.

Objectively, AVO's value appreciation would be most dramatically increased if the software revenue were to grow. Cameras will continue to get commoditized and make life difficult for AVO, that is why I think a $20 at end of year would be the high point for 2017 based on good operational results.

Of course a buyout would be where the stock price appreciates beyond $20, as a suitor would value the software advantage, market growth and brand.

A 2X sales multiple for a hardware company would give a low $20+ buyout number ($1B sales / 45M shares diluted) with maybe a little sweetner to make a $25 to $30 stock price (best case). If AVO had recurring revenue, the number would be much higher.

My other concern is that the AVO team is going at 100 MPH and you can't keep that up forever. I like a buyout and rumours are that people are poking around the co. We shall see.

And "Dude" seriously, add value or shut up.

The guy has no life man, he has been spewing this for years on here...pretty unstable.

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