alanrs...Not aware of any one place to find current Bromine pricing.
Its around $300-$3200 per ton currently. There are a few sharp guys on the Yayhoo GFRE thread that usually know about what Bromine is going for. In fact the GFRE thread at yahoo is well above average in terms of being insightful and informative.
One guy comes up with his own earnings estimates and not by making WAGuesses either. He usually comes closer than the analysts.
We'd like to see more volume growth out of GFRE because Bromine prices will eventually decline from some level and if it's mainly the price increase of Bromine and Salts driving earnings gains, then there is going to be a problem if and when Bromine prices are down year over year.
All in all though, the stock is priced as if the price of Bromine was far lower than it is now. Earnings have really shot up this year while the stock has not.
It's cheap and more than that...they are generating so much cash flow that they have a lot of money in the bank.
So far at least it appears the management are square shooters.
They do need to make a good aquisition and put that cash to work. They will, just waiting until a good opportunity at an attractive price comes up.
Earnings estimates for this year will have to be raised it would seem.
Also, they have a Brean Murray conference on the 18th and then head to Boston to meet with institutional investors.
Boston is home to Fidelity. [among others]
We'll see. At least volume of tons sold went up this quarter which was not the case last, so all in all, a good earnings report and solid beat of analyst estimates.
IOHO the PE ratio is a good 30% higher than it is.
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