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Stuart Olson Inc CUUHF

"Stuart Olson Inc is a Canada-based company. It operates in business segments that are Industrial Group, which offers services to clients in a wide range of industrial sectors including oil and gas, petrochemical, refining, water and waste water, mining, pulp and paper and power generation; Buildings Group, which includes construction, expansion and renovation of buildings for private and public sector clients in the commercial, light industrial and institutional sectors; Commercial System Group


OTCPK:CUUHF - Post by User

Post by RetailRubeon Feb 13, 2019 11:19am
233 Views
Post# 29358166

What is 2018-4Q Revenue going to be?

What is 2018-4Q Revenue going to be?I sold everything.  I have owned SOX all the way back to 2015.  I bought it as a turnaround story.  But what I read in the MD&A and heard in the 2018-3Q earnings conference call are not consistent with what I see in the numbers.  I could very well be wrong.  Time will tell.

My big issue is the revenue has declined for 3 quarters sequentially in 2018.  This is important to me because in 2018-3Q, excluding mark-to-market profit from the stock price going down, they only made about $500,000 in after tax earnings (by my calculations).  So if the 2018-4Q revenue is down again vs 2018-3Q, they may report a loss in 4Q (excluding mtm profit from the stock price going down).

What is your guess on 2018-4Q revenue?

2017-1Q:  $220m
2017-2Q:  246
2017-3Q:  268
2017-4Q:  283 (FY=$1,017m)
2018-1Q:  266
2018-2Q:  249
2018-3Q:  224
2018-4Q:  250 (my guess based on guidance "FY slightly lower") (FY=$989)

Analysts are no help.  Analysts consensus estimate of revenue in 2018-2Q was too high by $25m and in 2018-3Q was too high by $49m.

I don't believe my guess of $250m for 2018-4Q.

So I moved to the sidelines until things become clearer.

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