Replies to post #84400 on Expo Holdings Inc. (EXPH)

[ThePennyGuru]

My guess all along was $200- $300 per unit. Any way you look at it, the Lowe's order is 4 to 10 million in revenues.

[AStTropaz]

You have to understand EXPO doublespeak. Hundreds could be thousands in EXPOland but stated as hundreds for effect. Technically it would be poorly stated that way but EXPO doesn't seem to care about grammatical correctness. As a matter of FACT, many people here don't think EXPO really cares what they say at all, except to suit themselves. Note: Current status, real revenues versus stated revenus, etc.. When I say etc. you realize I mean etcetera, not the cabinets etc., don't you? EXPO is an anomaly from your normal operating business standard and I'm just not saying that to hear myself bark ;-)

[dguff]

EXACTLY!! You beat me to it. The wording was "hundreds" shipped and billed for $290,000. Which means that even at 999 shipped displays, the MINIMUM price of each display would be $290!!

This is AWESOME news!!

$290 x 20,000 = $5,800,000 in revenue minimum (**if all of the displays are for nearly the same)

As you stated, if they only shipped 500 displays, then that would equate to $580 per display.

No matter HOW you look at this, this is GREAT news!

Forget all the mumbo-jumbo people have said on here about these "displays" being "inserts" valued at $20-60 each. That's a crock.

[Santa Barbara Broker]

What math are you using to determine this wishful thinking? I have shown with real math, real truck dimensions, real shipping scheduling and other rationally derived estimates that the units are worth right at $175 per unit gross. I have worked the equation backed into the revenue and forwarded into the estimated unit per truckload (48) and the formula works out almost perfect with each and every PR they release. You published this statement:

NOW we know that the Lowes shelving is Worth at least $300 a piece because they said hundreds went out so if you divide 999 by 300,000 you have right around $300 a piece. What if they only shipped out 500 which means this could be $12,000,000 in revenue if they are $600 a pie

What does that even mean? What if they shipped 1680 units? That is "hundreds". Then the price is $175 with 48 units per double carrier (53' double trailer per EXPH PR) and equals 35 truckloads or about 17-18 a week which is about what a company Expo's size could handle (4-5 per day). You're just pulling random numbers out of thin air. What if they only shipped one unit in two hundred pieces over the two weeks? Then they would be "valued" at $290K apiece and the order would be worth almost $6 billion. Makes about as much sense, lol. IMHO.

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