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Invesco Trust for Investment Grade Municipals C.VGM


Primary Symbol: VGM

Invesco Trust for Investment Grade Municipals (the Trust) is a diversified, closed-end management investment trust. The Trust's investment objective is to provide common shareholders with a high level of current income exempt from federal income tax, consistent with preservation of capital. It will invest substantially all of its assets in municipal securities rated investment grade at the time of investment. Municipal securities include municipal bonds, municipal notes, municipal commercial paper and lease obligations. Under normal market conditions, approximately 80% of the Trust’s total assets will be invested in municipal securities. The Trust may invest up to 20% of its total assets in municipal securities rated below investment grade or that are unrated. Invesco Advisers, Inc. serves as its investment advisor.


NYSE:VGM - Post by User

Comment by FreddieMacon Jun 26, 2017 12:14am
99 Views
Post# 26403662

RE:Units in a sea container

RE:Units in a sea containerThanks Warrant, for inquiring and getting us some helpful info.

So at 18,000 units per sea container, at an estimated wholesale price of $2.00 each (ie: roughly half of the $4.00 / litre retail price, which if anything is a high estimate), that works out to gross revenue of $36,000 per sea container.  

I believe one of the recent posts (can't recall from who) mentioned that the company has shipped 3 sea containers so far this year.    

Just to be clear, the company, as of Q1 this year, was still operating at negative gross margins, so sales volumes will need to increase before we caneven declare victory on the gross margin front.  

NOTE:   Recall that "negative gross margins" means that cost of production of their goods is greater than the total sales of those goods -  you don't even get to the calculation of covering the costs of the rest of the business, because you're already behing the "8 ball" because you're brining in less $$ than is required to make the stuff you sold in the past quarter.

So then, assuming that at some point in the near future we actually are at breakeven on gross margins (which is not where we are today), any additional sales volume above that level then produces incremental positive gross margin that can be used to pay for all of the rest of the business (SG&A, marketing etc.., which is currently burning about $900k per quarter - see their financials).

So, assuming a generous gross margin of 40% (high for the food industry), they will need to be generating AT LEAST an additional $2.2 MILLION in QUARTERLY SALES  just to be at EBITDA breakeven.  (ie: $2.2 millioin IN ADDITION TO whatever level of sales is required to have their cost of sales not be more than their gross sales - a level we are not yet at today).  

So two parts to the calculation, and we are not at breakeven yet on the first one, let alone the second.

So to generate that ADDITIONAL $900k in contribution margin requires about $2.2 million in gross sales.   That's a lot of sea containers....  like  61 sea containers per quarter.

So bring on the Navy.... 
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