Happy to see so many weigh in, appreciating Strindberg's posts.
Wondering what people thought of the presentation. Personally, I thought it was pretty fantastic.
Company clearly has a strategic vision. They raised 2011 guidance. They provided financial targets for every profit center for 3 years. The numbers are staggeringly good, better than ever stated.
They are on record, and will have to execute. If they can provide major milestones toward anything approaching their 2012 numbers, stock price will surely follow.
With Form-10 process completing, and bringing on new IR support, I expect we'll get more frequent press releases. Solomon seemed genuine and anxious to get shareholders more forward looking information.
Consider that if revenues in 2011 meet or beat $58M, the likelihood of meeting 2012 target of $171M is intuitively more believsble than when they had the dairy, because without it, revenues from the concentrated three business segments will have grown 6 fold 2011 over 2010. So they would actually cut the growth rate in half to triple the business.
