CBP - yeah, the call wasn't the best imo. the CFO was the best english-speaker, yet he couldn't/wouldn't answer questions clearly.
i think the reason why they think they need cash is that they have mentally allocated cash-on-hand to the expansion, and if they want to grow in a fashion other than organic, then they need acquisition $. that said, i came away unimpressed with anything except the earnings/revenues.
just go private and put me out of my misery lol.
Solid DD combined with timeliness and conviction is a recipe for profits.