We are meeting management so if anyone wants to ask a question, feel free to post here.....and if we deem it appropriate we will ask it or rephrase it and post the answers here.
For what it’s worth, I think that this is by far and away the best presentation document LVT has ever put together. For the first time they have clearly articulated the products and their strategic position. They also define and supply numbers to support the kind of metrics that US investors look at. Whoever helped them did a great job. We will run some numbers tomorrow on these metrics.
Note they also supplied market share, which we had done some work on per a previous post of mine. Again, we’ll do some checking but at first glance it’s a little better than our estimate.
We also get employee numbers so we can test Kingfool’s theory about wages.
I like the additional transparency.
LVT Price at posting:
36.0¢ Sentiment: Buy Disclosure: Held
