Value Microcaps Motherboard

[erehwontim]

PDGE Listened to the CC and came away with some positives. There were a number of special items in the quarter but I need to review the CC transcript to check my notes (co says transcript will be filed with an 8K in a few days.). The big item appears to be a 1.2 mm reduction in GM and Rev due to a problem on a contract (had to jackhammer off a hidden second roof) so I think sales and GM were better by that much. Reconstruction work in Fla should start kicking in in Q1. Co said Flagship is still getting contracts from '04 hurricanes. From the way they were talking Q4 should be quite a bit better than Q3. I bought a little more this morning. Tim