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Non-Tech : EPL Technologies - (EPTG)

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To: bazan who wrote ()5/15/2000 6:00:00 PM
From: Wayne  Read Replies (2) of 60
 
Congratulations on another significant deal. Large agreements that create a significant revenue base for EPL's profitability, as the contracts mature from Q to Q, continue to grow in number and size.

With Gross margins up significantly, the cost containment mentioned at the last CC has proven to be effective. Sequential revenue growth on improving Gross Margins will be very material and mark a visible pivot point for EPL, especially when it is done in conjunction with improvements to operating losses. Hopefully April supports the continuation of this trend and EPL can give further guidance at the CC tomorrow. If this proves to be where EPL has progressed to, the execution of current agreements may well put EPL in black ink the second half of the year, IMO.

Do we continue to see sequential growth in these key areas, and how fast are the new contracts ramping up to offset losses? Are we closer to a strategic corn deal in Q2? If unusual one time cost are now contained going forward, it may become this simple to follow, finally.

Best to all, just food for thought going into the CC so please offer any feedback and do not view this as advice.
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