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Re: tykundegex post# 849

Wednesday, 03/23/2011 1:06:26 PM

Wednesday, March 23, 2011 1:06:26 PM

Post# of 66416
With all respect, we don't know what their margins are anymore. We know their trailing margins but that was before corn went from $3.50 to $6.80. Furthermore, some of these contracts were signed before corn blew up so we don't know what, if any, ability they have to pass costs on to their customers or whether they enjoy enough market strength to do so even if their contracts allowed. Margins will be the thing to look for on their next earnings report IMO. Sounds like that's coming in a couple of weeks? Haven't seen any word on whether there will be a CC accompanying that report, anyone know? And has anyone had any contact with CERP's IR firm, MKR Group? I left a message with Todd Kehrli there about 4 months ago (was interested in visiting Seymour at a time when management would be there) but never got a call back. I have a request for information regarding a CC in to them through CERP's site for a couple of days now and no response. CERP may be hitting it out of the park but their IR is not impressive.
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