OptGreen wrote: Good to here Mun and if I wasn't full I would be adding at these levels as well...there was not a lot that was unexpected, the ~$58mil adjustment of Blissco and Truverra was not expected and interesting.
The quarter is pretty well as per revised Dec guidance and there appears to be an effort not to waste any more positive than necessary on the already low volume quarter? There has been much more growth and news in current quarter, some of which could have been accounted for in FQ3/20.
FIRE is at least a $40mil per quarter company with the assets it has now and we should see $30-40mil range for current quarter report, with all that has been done and annouced in the first half of the quarter.
While it looks good it is still speculation and the results will tell the tale of course but with all of the pain yet to come for all sector wide as the sector and the companies in it try to find their collective ground and move forward in what will be bigger growth story than .COM,
I don't see any better potential out there than FIRE, with the best quality, ever increasing menu on more shelves everyday, along with the restocking improving as product sells out fast in more areas than not. The FIRE menu, when existing facilities are all opeating at optimum, will require more facility and production to meet and service demand going forward and this will be the first real quarter of that FIRE progression. JMHO...Opt
Munny23 wrote: Good analysis guys. I feel like they are making the right decisions in strategy, specifically their people, pricing and product. They are becoming more lean and as this industry matures, they are strategically positioned well. I actually added to my existing holdings yesterday, rather than holding or selling.
glta!