ok --- got the goss.
Hmmm - executive summary - both my partner and I are happy with the explanation.
I can't tell all that he told me - but, I will share what I can.
He made no mention of stockholders getting 'worried', nor did he mention that we might think something is wrong.
It WILL be public - but, when the customer is happy for the world to know publicly (even though the bloody tag is on a product in shops - go figure - but, out of respect to the customer - this is their wish).
FR products in bedding is a sensitive issue atm - and they are treading carefully.
I will not post what NC said about how many lines in and coming - but, IMO - it looks like we have a serious hold on the short and curlies - indeed, it looks great.
Revenue is flowing regularly already - and, from what I was told will grow (very substantially - rapidly).
Basically, they want to hit it hard before any bugger wakes up (competitor) -------- I can understand that.
This is exactly the thing I was hoping they would do when I talked about my wanky - 'Sealy Safe' product range - if any of you remember that - develop an entire range and hit the competition between the peepers.
Well, they aren't going full on with my full range idea - but, they sure are going a fair way down the track --------------------------- BOTTLE OF FIZZ TIME FELLAS.
On another note ---- and, this is ME reading between the lines all - not from NC - just reading between the lines with what I think is a bloody good educated guess -
the 4 C ----------- I have spoken about this a bit - and, I have said that depending on the timing of the cash flow - there MIGHT be a trading (big) opportunity if the 4 C was on the surface underdone - and the sp might sell down - but, the market would LOVE the half report ------------
WELL --------------- IMO ----- forget I ever mentioned it ---------- it's a no go - I believe the 4 C will blow any doubts about this company out of the water -nice and solid - it will read like a blockbuster 'comparatively' --
then the half will come in and blow us north again - big time.
My ONLY overrider ------------------ NYSE listing - without knowing how that will pan out - I would NOT be waiting with my money to enter 'before' the 4c expecting that the market won't like it ------------ I think the market will LOVE it.
Again, all -- this is my humble opinion based on how NC is speaking - I 'could' be wrong - but, I haven't been wrong much on this one since 10 cents - so, I ain't going to start a new habit now.
Executive summary ------------------ we are hot, straight down the middle.
He is hiring as if people are going out of fashion - he is running out of space, so we need more room - - so, expect some of those costs to be much higher - for ALL the right reasons - but, expect the revenue to swamp the old and previous quarters and if that ain't enough - hang on to you bloody hat when that half report hits.
thanks all - and thanks Red Bar for bringing this to my attention.
BTW - NC says you try and match it with him in the talking stakes - so you both miss things
I'd like to see that
(again)
have a great day all
Pinto
