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gilead23

07/28/23 1:36 PM

#106290 RE: larrybaz #106270

VIRC FWIW had that conversation with management

They seem pretty ebullient about the business, and I did enjoy the conversation because unlike most companies I got fairly direct answers rather than what sound more like talking points. They do have the ability to manufacture substantially more without adding capacity. It also sounds like there aren't concrete plans to move back into big box stores as mentioned in the investor deck. My guess is they are thinking about it to utilize spare capacity in seasonal off periods.

Nothing in there was especially notable, but in my experience when management is so enthusiastic about the business its usually a good sign for the near and intermediate term. I've had it go the other way too when everything looked great and they act like their dog just died, and then 3 months later WHAM!

I think there is a good chance for it to hit the 7 bucks I referenced, but we will see.

SA also pays 50 bucks an article plus a variable amount based on page views. My wife confiscates this money for her piggy bank, but it makes her happy which is a nice sweetener.