New to CVX maybe, help me outHey guys, I cam here to check out Cematrix on a tip from Kingscorpion.....
I just spent some time reading some news releases and MD&A's....My concerns that I've come up with are mainly to do with debt and moat....
Is their concrete process patented?
The share count is growing at a decent clip, is this primarily fromt he public placements they are doing?
They seem to rest in the 30-40% margin range normally, which is good for raw products, so I really like that going forward.
The debt loads they(and MOS/PIGCO) take on are at 9% and 14%, which is quite high, so that really bothers me.
Anyways, please help me out by either PM or reply, I want to know how you justify owning this company going forward, what about it is truly exciting you.
Thanks so much for any help that is volunteered or offered,
Cheers!