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Non-Tech : RECY Looking Good... A
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To: James Strauss who wrote (3768)1/13/1998 10:09:00 PM
From: Tim Oliver  Read Replies (1) of 7006
 
Jim, thanks for representing us at the conference call. I enjoyed it all very much. I think it's a great turnaround story for them that really has started in the past couple of months. They now have gained enough credibility that they have companies coming to see them instead of the other way around. They also sound like future financing is now going to be much easier for them. No doubt terms (and profitability) will be enhanced by these developments.

Did I hear right about the 13 times inventory turns which are about four times greater than some of the acquisitions had before? Now that's what I call economies of scale! I could just hear them frothing at the mouth thinking about all the working capital in inventory and A/R almost immediately turning into cash for them as they bring on these new acquisitions.

I was glad to hear that they're very unhappy about the price of their stock. So am I. <g>
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