Yeah Hock, you ask where we going to pull out a little more than $3.5 million required for a break even quarter?
We're going to pull it out of my......ahh..primarily (yeah, that's the ticket!), PRIMARILY, THE LARGE MAJORITY will be from Himatsingkta's locked up cotton lines (PimaCott, HomeGrown, ahh one more... Pima, Acala and Upland).
California cotton was a bumper crop year. Cotton is a non-perishible. Himatsingkta is havinB their own BANNER YEAR. World market glut in baled cotton ended before the start of harvest and ginning.
I think those boys from Himatsingkta are loading up.
All on account of foreshadowing. $3.5 mill factor thrown at us during the 3-act, scripted earnings skit starring Jim Hayward and his cast of analysts.
Hell, Himatsingkta cotton may wholly account for our $3.5 MIL. Got all my eggs in that damn basket. Synthetics and Aloe providing revenue (Techmer/Palmetto, Loftex for synthetics, can't remember aloe corporation). May generate sumthin like a 10% stake in the pot.
India's GLHC petrochemical corp. may provide a surprising income. I expect each of those Contracted Line IteMs (CLIMs) to now increase significantly each quarter, edge us up to $14 Mill per annum ($3.5×4). Sanjay cited 2020 as the projected year for achieving this sustainability level.
For this year, cotton will remain KING for first quarter....then ahh, Hell just went over that. Need ? British¿ Leather Corp to become a CLIM. Bearing mfg and DLA still low hanging fruit. And then some....
Nigeria's Dangote fertilizer plant near Lagos ain't looking like it's coming on line in early 2018. That's pretty damn close, and news of any progress stopped with last August's positive announcement. Here's a Google search to back that.
Got to confess, two items I drew from the earnings skit aren't investible data points. This whole post been about achieving the $3.5 mil sustainable quarter.
Then the hostile buyout ACT2. NO ACTION on institutional owners or competition/merger/aquisitions moving that way from available free data. Bout all I got. Otherwise, I'll start making $#/+ up.
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