reading the posters

First thing I usually do after waking up is looking at the australian closingprices. After that its reading HC posters followed by breakfast. There was a time that it only took me a few minutes to read the posters. Today it took me more than half an hour. Most of the Amsterdam meeting items have been said. There are only a few finer points that can be added. Margins on Larson doors. There was a 100 dollar mark-up on the doors divided by 3. So TZ's share would be 33 dollars. Not bad for something where all the work is being done by others. Everyone I talked with after the presentation was very excited and it did not surprise me to see the stock opening at 4.48. There were quite a few people at the meeting who listened to the story for the first time. One realizes that once this story has a wide following after Nasdaq listing the price can never be held back anymore. The $25/$35 Nasdaq ipo price was based upon a mkt cap of atleast one billion dlrs and CS doing the underwriting in the order of 75 million dlrs. The necessary revenue model for this would be met in two to three months time. Will let you know more when it comes to mind.