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Lebbe1

08/26/16 10:37 AM

#111829 RE: yankeeclipper #111826

Hello yankee,
I understand, guess he'll indeed mean this in terms of turnover...
Not too familiar with valuing companyies with respect to turnover and takeover value...

Good to read
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jazz710

08/26/16 10:51 AM

#111830 RE: yankeeclipper #111826

Great post. Nailed the fundamental issues at play. It's all about moving to that next level of reliability of product now.
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rayovac812

08/26/16 11:40 AM

#111834 RE: yankeeclipper #111826

I agree. Do you think Kim would signal aa JV by getting production started, then make a JV announcement, or does he announce a JV and fill in the production questions after? What would you do?

I would announce the JV and give Vietnam time to get moving. I think Kim would go the methodical "tell it as it happens" route.