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Re: hweb2 post# 86082

Wednesday, 04/07/2021 11:36:26 AM

Wednesday, April 07, 2021 11:36:26 AM

Post# of 129757
I followed you on some VTSI

Last quarter did have exceptionally high margins so I agree its unlikely to be repeated. Farris called out normalized 60% margins on the CC. It's still possible they do as much as perhaps .15 a share. That said Farris is not my favorite CEO. Looks like they finally started writing down his ill advised investments in Modern Round.

It also isn't exactly dirt cheap based on the numbers however things that spike once tend to spike again. I also think the Chauvin trial is a perfect backdrop for Virtra to get some attention and a story stock spike. The comp will also obviously be outstanding.

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