RePost - Easier to Read--- Sorry
When ever I look at a Stock to invest in I look at what the possibilities are for the bottom line.
Then I look how the company is planning to get there.
If I approve, then I invest.
Then I keep two LISTS. The first list has a heading of ADMINISTRATION. The second list has a heading of OPERATIONS.
R&D does not play into this.
If it isn't Operations, (working toward the Bottom Line) then its Administrative.
What affects does the OPERATIONS list have on the company?
* It affects their bottom line PERIOD.
* How they are planning to get there affects their Bottom Line..
* What have they done so-far affects their Bottom Line.
* Business Model affects their Bottom Line.
* Plan of Execution of the Business Model affects their Bottom Line.
* BOTTOM LINE IS WHAT COUNTS......
What affects does the OPERATIONS list have on the Shareholders?
* Ops builds investor confidence, if all is going great, the share price will take care of it self. (let it ride)
* Ops weakens investor confidence, if all is not going great, the share price will take care of it self.
(time to bail)
What affects does the ADMINISTRATION list have on the company?
If the Bottom Line is doing GREAT, then
* Very little affect to the Bottom Line
* Admin builds investor confidence, if all is going great, the share price is artificially inflated. (investors
brag)
* Admin weakens investor confidence, if all is not going great, the share price is artificially deflated.
(investors complain)
If the Bottom Line is not doing GREAT, then
* Admin builds investor confidence, if all is going great, the share price is artificially inflated. (investors
brag)
* Admin weakens investor confidence, if all is not going great, the share price is artificially deflated.
(investors complain)
Now, lets look at STRU, OPERATIONS is doing GREAT! Their Bottom Line is Growing. HOW BIG?
Well, we need to look at the ADMINISTRATIVE side to see this. Uh-ho, STRU's adminstration is not
top notch. So we will have to wait to know the bottom line.
Look above - OPERATIONS doing GREAT, share price will take care of itself - eventually.
Admin not doing so great, share price is artificially deflated....
Eventually, admin will catch-up with the operations and the share price will catch-up to its true value.
Why is admin behind? This is My Personal Humble Opinion (MPHO), STRU has been concentratiing
on the OPERATIONS and not so much on the admin stuff. Hence so, many missed deadlines and
admin foul-ups.
Kinda like a computer programmer who writes a great program, that works great, looks great, but not
many users. OOPS, forgot the documentation, detailing all the fine features that have been
programmed into it. EVENTUALLY the documentation will be done and the user base will grow.
Well, like wise with STRU, once they are caught up with the ADMIN, the shareholder base will grow
and the price will too.
And NOW for an observation note. The majority of the posts I read (mostly over at the RB) deals
with the ADMIN aspect of the business. Stands to reason, since this is STRU's weak point.
But, you won't find any bad stuff about their operations. This is good, this is what counts.
Cheers
Voluntary Disclosure: Strong Buy : Long and Short Term
Cheers
Voluntary Disclosure: Strong Buy : Long and Short Term
