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zeynoc

09/19/16 8:38 AM

#42227 RE: T-R1 #42226

It is actually 8.5mn views if you look at the right place.
Re margin, you clearly know that you need to look at the cost of goods sold if you look from the buyers perspective for a company which is being sold. There is no SG&A, no R&D or other operating costs to fill in those orders. That's why your razor thin margin story is incorrect.
I am not sure you understand how the sales and manufacturing process works. L3 could get the materials even cheaper and will even bring the COGS as. % of sales lower. So that's wrong as well.