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Re: CaptWhizbang post# 14186

Tuesday, 12/04/2012 7:01:09 PM

Tuesday, December 04, 2012 7:01:09 PM

Post# of 29204
Well put and I hope you are correct. I sure hope that VFC is turning those shares at a higher price; his guidance seems to indicate that is what he does. Just out of curiosity, I wonder why he didn't recommend buying near the mid-80s?

My concern on the lack of new orders being announced is that they are a leading indicator of the growth of the company. If the orders were rolling in there would be no need for speculation, or conjecture, that "Capstone's time has come" or that "profits are just around the corner." Of course as DJ has reminded us..."what is a quarter, a year or two push-out of an order to them?" It sure would be nice if that back-log was composed of "we need them now" type of orders that would require a ramp-up of production, that hopefully in turn would result in a reduction of materials costs.

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