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Re: viking86 post# 16379

Tuesday, 08/21/2012 12:19:50 PM

Tuesday, August 21, 2012 12:19:50 PM

Post# of 163719


I'd like to learn a lot more about the import export and WSPS sides of the business. They will become an increasingly large proportion of revenues.

First thing is to find out how long the contracts run. Then:

1) What % is anticipated to be distributed to non-SIAF or SIAF JVs, like in Malaysia?
2) What % will be resold at WSPS?
3) What margins are anticipated at the distribution and at the retail levels?
4) Are more import contracts expected this year?
5) Are more WSPS facilities or other retail outlets planned for this year?

I thought the contracts seemed like a whole lot of fish, and pretty much verified this by looking up Whole foods revenue psf which is about $825.

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