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Alias Born | 01/09/2007 |
Tuesday, October 05, 2010 11:09:10 AM
when q3 is due and imo while q1 and q2 will most likely
be *lousy* i do have expectations that q3
(covering july/aug/sept) will show *decent* revs
after fy 2010 is out .. i expect forms .. (around 12/1)
covering all applicable .. then lastly the name and
background of the new ceo (if they need until 1/1/11
i have no doubts they'll take it) ~ obviously i and other
exph longs would prefer that info *early* around 12/1
but as an *investor* in expo via exph
i will wait to see that info regardless of whether it comes *early*
or on or b4 1/1/11 (and i *interpret* these dates lightly)
what i'm waiting to see after mgmt did deliver on a SM
*promise* to update with regularity
is which *retailer* houses ETC ..
imo it's not the blue or orange .. i firmly
believe those announcements are the province
of the new ceo ~ and at least one will be considered
as a *carrot* if new mgmt intends expo to be taken
private (along with a cash div issued with said revs
from *blue* and potentially the delivery of *orange*)
i do expect a small *regional* bldg supply group
that is affiliated with contractors .. which is
who *imo* ETC will be marketed to *initially*
time will tell
---
4kids
all jmo
10/5/07 -- there are no coincidences here ...
oh and like many other longs .. not selling at this level --
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