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Monday, December 31, 2018 9:13:08 AM
I think distribution will be down significantly in 2018 because of all of the delays.
Um what delays? Financials? What do those have to do with distribution? The people who are most interested in the Financials are the investors. That’s the top tool we use to determine the strength of our investment. But if I want to sell something to someone, the relationship is between customer and seller. The customer does not give a damn about the strength of the company. The customer cares about the product, the service, and the price. What do delays have to do with distribution? Nothing at all.
Snakes revenue will be up, but everything else will be down. I predict 30% revenue contraction.
.....um....say what? For this to hold true, the other areas of the AMFE business must be stronger than S&L, and as far as we know, S&L makes up the bulk (by an extremely large margin) of the money made by AMFE.
If that is so, your statement does not make any sense whatsoever. Let’s assume that S&L makes 90% of the revenue, and that NS, IK, and ECOGRO3 make up 10%. If 90% is positive and 10% is negative, the simple math tells you that the company would still be profitable...by a large margin.
Where does the 30% revenue contraction come from? The biggest problem we, as investors, currently have is the lack of financials which impede us from making any forecasts, either good or bad
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