I'm reposting a previous candidate for the Q&A, to address it to John Orton:
If things are on track, I would guess the company is putting together
the successor to the "Warrant Information Center" page on its web site.
We should all be thinking once again of questions we'd like to have
answered by the company.
One thing I'd like to see appear in every edition is an inventory of
currently operating facilities, broken down in a little bit more detail
than has been usually given in the past. Specifically, I think it
would be great if they could post a list of currently open bingo
halls, their locations, and the number of VGM's attached to each hall,
and also the number of VGM's currently in operation in both SC and
Texas, with the SC numbers broken out by route machines vs. game room
machines. Of course, any further elaboration (revenues?) per item
would also be really interesting, but that might be asking too much,
and may even be considered proprietary. I'd also like to see the list
extended to included planned facilities and anticipated opening dates,
so we could keep track of the progress and scope of new build-outs.
I think keeping stockholders accurately informed about this stuff is
of benefit to the company. One of the major factors that contributed
to the Q3 earnings "disappointment" was our ignorance of the fact that
a large batch of VGM's which we all thought were in operation had been
warehoused. This led to inflated expectations and a resulting
backlash and market disenchantment, none of which was necessary.
Larry |
