Anon from Dave's blog (if you read this):
I think your words are good advice to anyone including Dave, me, others on the board, and I would think Dave understands the point. He seems to have a fair amount of experience with that stuff (more than me IMO but I haven't been at it very long).
Glad you are long a bunch and hopefully looking to the long term. I envy you being a professional investor that does this for a living. I'm still too green for the Mrs to let me take the plunge and try to invest fulltime so I'm still doing the regular job for awhile.
I think maybe Dave is still a bit on nerve from the posters that were showing up throwing out potentially inaccurate info. I got put off by it and it still remains a frustrating thought thinking some were influenced to sell by some bad posts IMO.
As for questions Dave, I have a couple:
Understanding mill capacity (#2 specifically and implying #3 and #4 capacity to be similar from mill #2) is certainly a big one. Of course revenue generation is tied some to currency and such factors that can't possibly be precisely known going forward. But a ballpark idea would be great for capacity.
Also if it is OK to ask about demand as Gilead was asking- that is a good question too.
Do they see demand already beyond their current capacity or are they looking out thru projection to find demand for the increased capacity they are wanting to bring online?
I would think capacity and demand might be fine to learn about by phone and board but I have little idea on some of that stuff so maybe you could mention to Gene if they have the time to possibly put out a short 8K with some info on this stuff? Just a thought.
Stuff I DO think would be OK to ask and I am curious about are (as long as Gene is OK with it being public):
What kind of fishing does Gene do over there :-)?
Has Gene ever heard of the Washington state author Patrick F. McManus? You know, classic titles like 'Never Lick a Gift Fish'?...
I would be curious if Gene ever has time to read for pleasure like during flights. He might like McManus but not sure if that style of humor would appeal to him if he gets the time to read for pleasure.
PS- Anon follow some of your own advice about posting on blogs, where did you dig up this?:
"the company is up to their eyes in growth- booking, expansion, marketing- all at breakneck pace ..."
Just kidding, I don't think any of that stuff is confidential insider type info. You would know better than me though.
That is pretty amazing given the economy is only slightly plodding its way out of the huge downturn and IMO speaks to the tremendous quality of the product (where I like to learn about the company the most and what has really made me a huge fan of Gene and the company).
Good luck all little fish and apparently a big fish.
PSS- Dave, you have a great blog and good info I agree with Anon. Just don't let life get to tense/stressful for you and hopefully realize IMO that Anon clearly looks to be on the up and up.
I also agree 8Ks and such are a good way to get out good news if need be beyond the Q reports but if it is OK to learn a bit about capacity on the 2nd mill and/or demand going forward I must admit I might sleep better to get some idea where we are at presently.
Maybe the company could put out something on an 8K to answer these questions about capacity and demand? I guess they kind of did hint with demand in the last filing I think saying they were running full capacity and looking to dramatically expand capacity further.
Right now I feel like a kid waiting for Christmas morning (waiting for the annual possibly still a couple months out) to see if Santa leaves a gift or not (potential gifts- margins, revenues, could be a couple areas where nice surprises show up going forward hopefully).
I'm too old to have that kind of stress not sleeping easily and be having to wait 2 months away LOL.
Ah well, been waiting a couple years and obviously some have been waiting much longer (like Gene).
Half the darn anticipation isn't so much the share price potentially moving up big as it is seeing IMO a determined little fish type CEO realize some dreams and running the company the right way. In the process hopefully help along some other little fish in life.
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