RE:RE:RE:"Over $200 Million US in Seasonally Adjusted Production.....Yes Tony I played Xebec right initially and sold out for a nice gain but I let my blind optimism in the story ignore its debt issues and went back in and ended up giving back all of my gains.
Just shows you that proper accounting matters and serial acquiring can get you busted.
As dry as Randy is on confernence calls, he has a great handle on the financial condition of this company and Jeff is staying in his lane vis a vis acquisitions and debt or equity issues. Cross training employess is huge and keeps SG&A costs down.
A double from here is a minimum I see and after that who knows. I see them taking most of Glavel as it is operating at capacity. In my opinion Lafarge is likely to show interest in growing it's involvement as the work increases.
Good luck, bonne chance