InvestorsHub Logo
icon url

bajista

03/17/15 1:39 PM

#73573 RE: BAR123 #73526

You are absolutely correct on all points that you mentioned. #1 really burns me. What a whimp. He doesn't deserve to run a hot dog cart operation.
icon url

PanchoJimenz

03/17/15 1:52 PM

#73579 RE: BAR123 #73526

Brichnyc,

I have no idea why no Q&A. Maybe they don't want to say much because of some major deals that they have in the works.

When you say that he is constantly missing guidance, how could that be if last year was the first year that they gave guidance?

The horrible quarter was expected if you heard the last CC in November.

Where did you get the info about the donation to his high school? If true, have you considered what that donation might bring to the company? Perhaps that school is selling Gatorade products or has a deal with Pepsi and doing what he did would earn their business for MP products, which in the end, is more lucrative to MP than the money he donated. If that were MP's plan, they would not want to discuss this openly. If you were trying to have a customer switch from a competitor's product to yours, would you openly discuss this? Just imagine the future benefits if one school made MP products the choice of products to be served at their school.

They have not purchased Capstone yet. They cannot give better guidance if they do not yet own the company.

It seems that people do not understand that to make money, you need to spend money. The first quarter this year might not be great either with the costs of producing all the new products that are being launched this year. Everyone is excited about the new products but then they get upset when they see the costs of launching these products. What should the company do, sit on these products until they are more profitable? In time, these things pay off. As an example, consider Opko.

For years, what has OPKO done but lose money? They lost $30 mil, $115 mil, and $172 mil in 2012, 2013, and 2014 respectively. Revenue declined by $5 million last year to $91 million. Mmmm, let's see, what would you rather have, a company that has half the sales and ten times the losses of MP or would you rather own MP? Basically, that's what the Street is saying; that is it is better to own Opko.

But good things are happening with Opko; the $295 million cash that they received this quarter is just the beginning. Patience will pay off for Opko shareholders just as it will for MP investors.

Although I understand that people want answers to many questions, you just cannot be privy to everything the company is doing because you do not want competitors to gain an advantage.