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Re: FanClubBoy post# 6228

Thursday, 03/01/2001 2:08:27 PM

Thursday, March 01, 2001 2:08:27 PM

Post# of 15369
I will do my best to answer your questions:

First I need to make some assumptions here, let's assume that SEVU has a full and stable supply chain. Secondly robotic assembly is not a reality.

If the supply chain is good, they should IMO have one if not many assembly houses putting at least SecureView together manually. Depending on the number of houses working 100 to 250 units a day should be possible. Using easy numbers that is 25,000 a year to 62,000 or sales of $12,475,000 to $31 mil. As demand increases either have the assembly houses grow or get more of them, the south is covered with that resource.

I don't see robotic assembly in their future, nice thing to talk about but very expensive. Labor is much cheaper, also having sub-assemblies made within the supply chain makes more sense, re-engineer your product assembly!

Stock price is dictated by performance and performance only, so the share price has nothing to do with the manufacturing portion, case in point Amazon.com. BTW if I could predicate a price of a stock I woul dbe doing something much different then I am now.

To clarify my position on SEVU, great product, on the surface good sales, but no touchdowns. They are very weak on the manufacturing side. Maybe it was a money issue but it was done how I would have built parts.

Bottom line is sales are just numbers, shipping products pays the bills.

Does that answer your question?

IMO