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Biotech / Medical : New Brunswick Scientific Co., Inc. (NBSC)
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To: BulbaMan who wrote (328)11/9/2001 1:19:55 PM
From: scaram(o)uche  Read Replies (1) of 724
 
OK, looked at it now.......

last qtr, income from operations plus DGI research plus severance costs was 1,292K. This qtr, it's 714. Margin dropped to 37%.

Projecting sales forward four quarters, I had used them to estimate a value, based on a PE of 20. I had used $15 for a company value (no DGI), based on that analysis. That figure is obviously high. It looks more like $10 to me now.

However, commentary in the release makes me enthusiastic that we can again look to that target within a year. That is, I feel that they'll do between 714 and 1,292 for a couple of quarters, while new efficiencies become even more of a focus.

I worry about a write down for inventory.

You asked for my comments. Are we going to get yours? It would be good to know if I'm missing something. As you know, DGI is an important part of my interest in NBSC.
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