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doogdilinger

04/03/19 1:48 PM

#63415 RE: davidsan #63410

Great insights davidsan and I think we can all agree that it's going to be amazing having so many factual/proven numbers to sink our collective teeth into over these next 3 to 4 months, exactly as big money will soon begin doing, the moment VYST announces their pending official Rotmans acquisition and up lists onto the QB:)
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doctahj

04/03/19 2:09 PM

#63433 RE: davidsan #63410

Of course, PEs can vary depending on growth. The PE I used is related to Rotman's based on the furniture industry as a whole and has nothing to do with the potential of VYST. I'm assuming that Rotman's is not a "strong growth" candidate. That would most likely be reserved for FEC, RxAir, and Vytex. The potential of these (especially FEC) is the hope and dream and won't happen overnight.

Keep in mind also that VYST is currently operating at a net loss (subject to change). So from an earnings standpoint, there's no way to "positively" add that to EPS or the valuation as a whole, along with picking a highly speculative PE ratio.

Again, this was a conservative approach.

$VYST