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Re: goldbergstein post# 76663

Friday, 08/21/2015 10:49:06 AM

Friday, August 21, 2015 10:49:06 AM

Post# of 80868
Those appear to be the 1.5-pound tubs. If they're selling for $22, that should be plenty to be be margin positive. Or rather, for every other sports nutrition company, that would be plenty to be margin positive. It also means they're selling for a significant price-per-pound premium over other mass-facing sports nutrition protein powder brands (Six Star, Body Fortress, Walgreens/CVS private label, etc.).

Also, the big run-up was less than 10 days ago (8/13/2015), so technically the Form 4's could still be coming. If they're not out by the deadline early next week, that would be concerning. If insiders weren't driving the gains, it calls into question their belief that the stock is truly underpriced and certainly calls into question their FY revenue and margin estimates. It would mean the run-up was just a rehash of what happened after Q1 numbers came out. Nothing in the 10Q to be excited about except for vague notions of future profitability that causes fan boys to drive the PPS up 20%, only to cede back the entire gain in three months.