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Westbond Enterprises Corp V.WBE

Alternate Symbol(s):  WBNEF

WestBond Enterprises Corporation is a Canada-based paper manufacturer and converter that manufactures disposable paper products for various market segments. The Company operates through its wholly owned subsidiary, WestBond Industries Inc. The Company's away from home products include high sheet count tissue, household bathroom tissue, bathroom tissue jumbo roll, coreless tissue, center feed towels and airlaid center feed towels. Its clinical disposable paper products include examination table paper, chiropractic rolls, examination drapes, waterproof sheets, pillowcases and examination gowns, and ultrasound towels and wipers. Its long term care products include airlaid patient wipes and waterproof underlays. Its hospitality and tabletop paper products include airlaid napkins, guest towels, airlaid kitchen roll towels and disposable bar towels. Its disinfectant product includes disinfectant wipes and disinfectant sprays. The airlaid parent rolls include Airlaid rolls for converters.


TSXV:WBE - Post by User

Post by JayBankson Nov 23, 2023 4:25pm
308 Views
Post# 35750616

Q3 Results

Q3 Results

Things that jump out:

- Back to profitability, infact this Qs profits make up for previous 2 Qs losses
- Loan for previous machine payed off = no interest on it moving forward
- Lossed a customer who was receiving a seemingly more discounted product deal, but apparently we gained anouther chain resturant (don't remember if it was previously reported) and have more potential customers interested
- as mentioned before expecting to purchase a new machine in the next few quarters, expected to be paid with working capital and credit facility as needed
- still have some backlog to work through but catching up
- higher profit margin products seem to be strong

Things to keep in mind:
- about 1/2 our revolving credit facility ($1.5mill max, Prime+.5) is in use, but they note Q-Q there can be up to $400k discrepancies in accounts payable due to bulk purchases of materials & payments from customers on thier credit... (doesn't mention if that is currently the reason for use or an amount)

Hopefully we see a turn around in share price movement as things look generally positive moving forward. After the new machinery is in service we will have to see the FCF for if we may return to dividend capability.

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