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littlefish

08/16/18 8:18 PM

#21700 RE: gilead23 #21699

Ya was trying to bug some of you oldtimer guys I like around the investing world and a couple hedge fund guys out there about what I think is good potential going out a couple years (think that was last year). This was just one quarter though. Still, this looks to be a beginning phase after a long very tough time in their segment since going public.

Hopefully it turns into a decent organic growth story with excellent cash generation given their capital structure and low CApEx needs.

The Longview selling kept a cap on it for awhile IMO.

All IMO only. Hope all is well with you and yours.