Replies to post #47404 on Value Microcaps Motherboard

[gilead23]

Len

I never said there isn't growth potential. I said it was mundane. I took your argument as you weren't interested due to the mundane nature of the work.

I mentioned PDGE because they take something someone else invented which is probably not going to change much and uses it to make money.

They will not invent anything or make a better sponge. They will run a dull business and will thrive if they do it well just like an LTFD.

It didn't seem you were arguing about growth potential since you said you didn't want to bother figuring that out.

Im not trying to debate the merits of the company it just seemed that your argument was they are just too dull which seems strange. If that is the case fine but your reasoning wasnt clear.

[stanu78]

Len, environmental and restoration business looks tough on the margin... will the margin increase as demand might increase (if we see more hurricane and flood)

btw, even recetly there's flood in the northeast (maryland, virginia, NE pennsylvania/wilkes-bare etc)

PDGE margin keeps shrinking ..
will consolidation continue in this industry...

I'm long on PDGE but starting to lose patience.. well instead of losing patience, it's more of questioning my decision to hold or buy at the first place.. (whether I think it is a good and profitable business)

I don't know much about RGMI.. they look cheap too though.. and seems to be more and more profitable recently

Stan