Petrejus,
You and Viking both mention $1.40 eps in 2013. Would either or both of you mind elaborating a bit on how you get there?
Those earnings are between $120M and $140M, for a company whose revenues project almost exactly to that amount in 2012. I just don't see any possibility. And the company does not need that kind of performance or expectation to do very, very, very well.
The company is clicking on many cylinders, and will add retail for 2013 revenues. But WSPS, restaurants, and retail will all have lower margins than the tax free wholesale businesses.
And fish and prawn sales are not ramping nearly as fast as at least I had hoped; nor certainly as the initial PF2 press release, or other presentations targeted.
Course, I'd love to be wrong. Give me your best arguments!
