GFRE - all very true. One of my favorites, maybe a bit overlooked lately.
Others on this board may have a clearer picture, but it seems to me that estimates could again be beaten by a wide margin, like in Q2.
EPS estimates for Q3 are .35, however, using Nevader's model and bromine prices of around USD 3.200/tn (possibly still conservative), EPS may be as high as .50. This would be a 40% beat of estimates and an increase of 85% YoY.
EPS FY10 should be at least 1.60; on this basis FY10 PE is 5,5 (following 50% YoY EPS growth...). Almost UTA territory...
All without taking into account the share buy back.
I maybe wrong, but probably not by too much.
