Bell Buckle Holdings (BLLB)

[Pennimon]

ChenTzen. Bllb has caught a couple of tigers by the tail (retail giants)and are now trying to deal with them. Their old manufacturing facility is now a warehouse and the new facility also warehouses product. Scrambling to keep up with orders BLLB must be wondering the best way to handle future growth. Since we have seen product in California Walmart(s)we have to assume they have already expanded their market and test phase is about done.

We have over 250 products under five brand names, some make more money than others, and some have excess production capacity while others might be maxed out. Management has to be in the process of making new decisions as to expansion, increasing productivity of existing facilities, and streamlining and "marrying" operations.

Will simply expanding current existing operations be enough? CAn they double production and shipping? What about raw products - can enough be grown locally or source new supplies/locations?

Do you try and make everyone (clients) happy and stretch resources, or make plans on concentrating on largest clients?
Would it make sense to sell off marginally profitable operations and concentrate on most profitable?

Does it make better sense to expand current operations or look around for another acquisition with existing manufacturing and warehousing facilties closer to intended market?

How does escalating fuel costs affect current operations and profitability, what is the outlook for escalating product and shipping costs over the next two years? Five years?

From phone conversations reported by various posters here it sounds like operations is currently maxed out and shipping bottlenecks might exist.

Not enough information is available to make informed guesses but I'd have management has some tough decisions to make. The big question is what would the company have to do if Walmart wanted BB products rolled out nationally. Could BB handle it and if not, what would have to be done in order to facilitate operation expansions - build or buy.

Streamline, consolidate operations first, then expand. Im hoping the need for further immediate dilution is not in the plans. From all accounts stock pps and investors are the least of their worries and low on priority list.

What happens next depends on where the company (or Bell Buckle family) wishes to make their money - from solid product sales, sale of stock, or sale of company(ies). Right now product costs/shipping must be going through the roof and hitting bottom line.

For me I dont understand why someone here doesnt tour the facilities and talk to a few employies while on the job, or at the local watering hole. Employies can provide a lot of information as news travels fast in a company.

The company has been reported as profitable months ago, before or at the start of BBQ season. The question is are they making enough to provide expansion and have they built a bankroll?

Announcing a cash reserve or profit would go a long way in a very short time. Throwing out some $$$ numbers right about now would make a lot of sense if figures are substantial.

What would a million or two in cash do for the present market cap and pps? For me it would despel dilution worries and allow investors to take a little profit along with the company.

We are going to see just how investor friendly this company is. An announcement of the hiring of a credible accounting firm or some sweet company profit would or should have an immediate effect of pps and shut current investors up for a while. LOL.

GLTA - P.
























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