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Re: nelson1234 post# 101287

Thursday, 10/20/2022 5:30:55 PM

Thursday, October 20, 2022 5:30:55 PM

Post# of 129715
USAP - agree, backlog and aerospace/defense exposure were definite positives.

re debt: For me, this is the primary drawback now. Looks like interest is approaching $1M a Q or so.

Is your thinking they can just use their tangible assets to their advantage here if they get into trouble? e.g. sale leaseback. They do have some runway to absorb a few more bad Qs because they have ~30M they can still draw from their credit facility as of last 10Q.

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