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buenokite

02/13/12 11:45 AM

#165230 RE: GWMAN #165141

So your prediction for Q4 of 2010 was:

Q4 - $104+ million

Pak-It - $6.0 mill
Javaco - $1.8 mill
Tapes - $1.0 mill
P2O Ship(2) - $10.0 mill

P2O land installed - $69.1 mill (78 company-owned[$648K/day] and 40 65/35 JV [$216K/day] sites running by October 1; assumes JB expands chamber production in China to meet the need for prpoduction greater than 1 chamber per day; using approx. 2.2 mill annually per JV; assuming 80 days of operation)

P2O Land logarithmic - $16.8 mill (In Q4, one site per day will be starting operations; assuming half company-owned [$7,5K/per day/per site], half 65/35 JVs [$5K/day/site]; assuming 30 sites produce for 45 days, 30 sites produce for 30 days and 30 sites produce for 15 days)



And now your prediction for Q1 of 2012 is potentially 200k because of construction?? BTW this constant buying time and kicking the can down the street to sell more stock is really the one true consistent theme for this company going back to the tape business.

What will the excuse be for a lousy Q2?