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Re: sagedono post# 17

Thursday, 03/17/2011 11:03:30 PM

Thursday, March 17, 2011 11:03:30 PM

Post# of 110
Great recent post from SI board:

I would look at the last 2 qtrs and note the turnaround that has taken place here. Then I would look at the model for these studios and start playing with percentage increases for those studios located in far east---China in particular but Tapai, Japan, Vietnam as well....

The key to this play is how many studios they can open in the far east and how fast they can meet demand which will be overwhelming with a burgeoning middle class cursed with bad teeth in China. This process with give them a nice, even white smile. In China they will KILL for that both as a stepping stone to the next job and because it will be diff...something Western yet personal too.

The emerging middle class in China and elsewhere will go for this before they go for a car. I's going to catch on like wildfire in my opinion. And you have the studios in Europe and elsewhere, those up and those going up, to anchor the operation. Lot of prior posts of mine back there. Note-you will see that percentage increase forecast in the PR below at 50% which is damn healthy. My opinion is that if they can keep up with demand that 50% increase will turn out to be on the low end.