Expo Holdings Inc. (EXPH)

[venomen2002]

I agree with your list..
A few stand out right now that should bode well for the future..

"co. has fortune 100/500 customers who are retained year in/out"

The fact that LOWES stayed on and has even given the company another large order is very good news..That really falls in line with the company stating they are looking more for recurring orders with the same companies

This one..

"co. has diversified their product lines in the last 20 months"

With ETC first losing the private spin-off and with WW not going forward at the same time..the revenue projected took a huge hit..IMO..without CIMA coming on and the dilution needed..the company may have gone under for good..The company made some wise choices quickly to move forward without etc at this time..I believe when the company gets to the point that they can handle the production costs needed to stock the retail side..etc will come back as the company still says that etc is still just delayed and not gone..I also believe that EXPO will keep diversifying their product lines as they continue to move forward..

To me this one looks to be a very good sign..

"co. employs approx 40 people"

With the company going to bear bones when the router went down..they again made a wise choice to layoff many of the workers..It is good to see that the company has built back up the employee base..which would go hand in hand with increased heavy production with LOWES and CIMA orders increasing..I do know that not all the employees coming back are full time just yet..

I also agree with all that you summed up as needed for the company to show the beginnings of significant transparency for this year..

Finally..I would add that the company needs the new CEO to be very agressive when it comes to keeping costs down and pinching every penny until solid growth is realized..

My real concern now is added fuel costs that seem to keep rising unabated..I can only hope that the trend turns around quickly so that the company can stay at and hopefully above the level of sales needed to operate so that no more dilution will be needed..

The company still has an uphill climb IMO..until the economy shows a significant change in the right direction..On that note they are not alone in any industry that relies on material costs that stay stabalized or declining and shipping costs that are doing the same..

Thanks again for the numbers today..I agree the two trades today were for what purpose?? They were really not needed and I do hope that they end soon on that accord...veno