Speculating in Takeover Targets Message Board

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Strategies & Market Trends : Speculating in Takeover Targets

ULBI 7.040

+13.0%

Jan 15 3:59 PM EST

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To: The Ox who wrote (4141)	3/28/2016 11:50:45 AM
From: bruwin	Read Replies (1) of 7259

Something looks a bit odd in STKL's latest Quarterly ... ... the ratio of CoS to Revenue has been fairly consistent between about 90% and 95%. Of course, that leaves very little left over to get to its Bottom Line. However, I'm puzzled by its ratio of SG&A to Revenue. Previously this was about 8% and it's now less than 5%. We also now see it fall to 10.8 when it was recently well above 20. That's quite a large drop in Admin Expenses over a period of only 3 months ??!! Even with that SG&A reduction, the company is already losing money at EBITDA. Bottom Line looks "iffy" as well. I wonder what Donaldson was originally looking at when he said buy at 10 ... and, of course, when he said it ?

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