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southacresdave

03/22/19 11:20 PM

#669 RE: ebase22 #668

ebase22...I think it's important they make some profit in Q4 to show that expenses are appropriate and margins are somewhat decent. They should have gotten the 23% discount on all the engines used in the quarter from buying in bulk now. That has to be worth something you'd think? I don't think anything about Q4 moves the stock though. What will/won't is the Q1 update, backlog #s, and comments on the rest of 2019. I don't know what is needed to move the stock anymore. It's been disappointing that it hasn't rebounded at all with the overall market. There is no doubt in my mind that Q1>Q4, but I don't know by how much. The stock price isn't indicating much, though I'm hoping it's wrong.