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Post# of 112906
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gilead23

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gilead23

Re: Knowledge is King post# 66217

Thursday, 11/14/2019 2:24:37 PM

Thursday, November 14, 2019 2:24:37 PM

Post# of 112906
SLGD thanks

China is a valid concern. I’m looking at this as more of a trade so if they ship this quarter which it seems they are I’m just depending on an earnings pop.

Also of course there is an additional .04 or so of upside if they get China back to previous numbers. The downside is we don’t know if they are even going to ship my proposed million or so. They reduced the formulation from 12% to 6% so there is always the possibility nobody wants a weaker formulation. Also might make it cheaper to manufacture that way.

Personally I think I would add more if I could get it around tangible book value. That would mitigate the downside.

When posting on VMC boards all postings should have a symbol in the header and if foreign please post both US and Foreign symbols.

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