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Microcap & Penny Stocks : 10-Bagger MINIMUM Rise from July 1, 2005 until December 31,

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To: creede who wrote (1526)10/22/2006 11:41:43 PM
From: yassinzineb   of 1694
 
Hi creede,SLJB

Here's the study of a couple of US Building material companies with their financials over the last 5 years.

VMC 79.43$ Market cap: 7.66 Billions$ 52 weeks range:60.72-93.85 $ PE:19
Historical trailing PE: between 17 and 28
Net income
TTM 430.5M (eps 4.17)
2005 388.8M (eps 3.73)
2004 287.4M (eps 2.77)
2003 195 M (eps 1.90)
2002 169.9M (eps 1.66)

quicktake.morningstar.com
finance.yahoo.com
bigcharts.marketwatch.com.

FAST 41.40$ Market cap 6,25 Billions 52 weeks range:33.18-49.32 $ PE:32.47
Historical trailing PE:between 27 and 50
Net income
TTM 184.5M (eps 1.22)
2005 166.8M (eps 1.10)
2004 131 M (eps 0.86)
2003 84.1M (eps 0.56)
2002 75.5M (eps 0.50)

quicktake.morningstar.com
finance.yahoo.com
bigcharts.marketwatch.com.

NCS 60.00$ Market cap:1.19 Billion $ 52weeks range:38.15-70.00 $ PE:19.5
Historical trailing PE:between 11 and 24
Net income
TTM 65.6M (eps 3.08)
2005 56 M (eps 2.68)
2004 44.9M (eps 2.24)
2003 22.8M (eps 1.20)
2002 -33.8M loss
2001 16.5M (eps 0.91)
quicktake.morningstar.com
marketwatch.com.

ACO 26.10$ Market cap: 782 Millions $ 52weeks range: 17.42 -33.50 $ PE:19.48
Historical trailing PE:between 15 and 30
Net income
TTM 41.5M (eps 1.34)
2005 41.M (eps 1.33)
2004 31.6M (eps1.03)
2003 28.9M (eps 0.97)
2002 13M (eps 0.43)
finance.yahoo.com
quicktake.morningstar.com
bigcharts.marketwatch.com.

I think it's interesting to note that all these companies support a PE of 20 despite the fact that their PPS went down
around 20% recently.
Secondly,despite the fact that these companies are growing nicely,they are far from having experienced the outstanding growth SLJB should have in the coming quarters/years.

In order to find companies with similar and outstanding growth,I think it would be a good thing to take a look at some companies in a different sector and as i posted already in one of my previous post
Message 22784401
HANS is a good comparaison.

NTRI is another one wich had an oustanding growth and was also very undervalued given its potential,back in 2004.
You could have bought NTRI in 2004 at 1.50 $ when the company had a tiny market cap of 45 Millions.

NTRI currently trading at...65.43$ with a Market cap of 2.43 Billions $. Trailing PE:43.62
Historical trailing PE: between 40 and 150
You could have bought NTRI in 2004 at 1.50 $ when the company had a tiny market cap of 45 Millions.
current 52 weeks range: 27$ - 76.33$

Net income
TTM 55.6M (eps 1.50)
2005 21 M (eps 0.59)
2004 1M (eps 0.03)
2003 0.8M (eps 0.03)

finance.yahoo.com
quicktake.morningstar.com
bigcharts.marketwatch.com.
img331.imageshack.us

The more time goes by,the more SLJB appears to be a bargain because of less uncertainty and more visibility and transparency of the business plan.
The CEO just announced a 98 M cement deal and much more to come.
We didn't even started the new fical year 2007(Jan.to dec.07).
The audited results should add a lot of credibilty for 2007 and the initial 307M in revenues and 56M (EPS .11) net profits should be within reach,and could be raised significantly.
Petar said:"As far as future contracts are concerned, I fell our offices in the Middle East will easily reach their targets".
it appears that the CEO is very comfortable with the 2007 projections.
As i said to our friend Creede in one of my previous post,
I'm more and more convinced that there's a significant chance that we should trade between 2 and 6$ next year depending what PE you apply and depending about future contracts.
It's all about the risk/reward ratio...and IMHO it's very positive at this point.
Anyway,right now,I'm pounding the table on SLJB and feel myself very comfortable owning the stock,currently trading at .165$ with a tiny market cap of 82 Millions $.

SLJB in my view should have sooner rather than later a bigger market cap than ARTC.DU,a Dubai stock,(see my previous posts)
ameinfo.com
valued at 771M and it's very possible that SLJB will enjoy "the NTRI growth" currently valued at 2,4 Billions $.

Have all a great Sunday night and be prepared for an interesting week to say the least.

Yass
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