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littlefish

12/16/18 12:17 AM

#57284 RE: larrybaz #57281

GV- good stuff old man, I'll have to revisit this one as I've payed very little attention to it lately but it is coming up as a value play potentially (where my heart is). Thx, I'll get back to you.

TIA, all IMO only.

littlefish

12/16/18 12:42 AM

#57286 RE: larrybaz #57281

Hey larrybaz, sorry for the complete whiff on GV having a bunch of inventory growth from real estate without looking deeper.

Is the inventory growth due to electrical construction if U know quickly (instead of me burrowing thru things)?

I did notice they had about $15 mill in CapEx for the nine months I think (just glancing) but if it is something that may be about done it would be a positive. I have to go right now but will try to look more tomorrow when have time. TIA.

All IMO only. GLA.

littlefish

12/16/18 1:48 AM

#57287 RE: larrybaz #57281

On second thought, glancing at line items shows res construction up about 40% sequentially on the balance sheet (and up over 100% thru 9 months) so my first thought stands until shown otherwise. Still need to spend a little time but have stuff going on rt now keeping me distracted.

All IMO only. Good luck.