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Non-Tech : MINI: Mobile Mini poised for takeoff!
MINI 29.500.0%Jul 1 5:00 PM EST
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To: raefon who wrote (218)6/5/1998 12:51:00 PM
From: Quilty  Read Replies (1) of 275
 
raefon, I agree with you completely, and so (finally) does the market today. MINI's only problem is size, because nobody wants to own these microcaps when the market turns south. From all my reads, business is strong and getting stronger. I have a high opinion of management, and continue to believe estimates for this year remain very conservative and subject to upward revision, perhaps by as much as a dime. Further, I think the acquisition in Nevada will likely be a foot-print for future business in other states. If you haven't done so, try rereading the late February report from Schroder & Co. MINI has I believe an excellent business model and seems likely to benefit from a number of very positive macro confluences. The market for their service is in great demand, they execute, and their model has a
dizzying potential for upside leverage as the business grows from state to state and penetration increases to the levels they've achieved in Arizona. Clearly, they've been great at expanding their
margins through novel additions such as the Loss Limitation Waiver and
the 28 day billing cycle. Going forward, a secondary offering (which seems likely)would be another positive. Good luck!

Q.
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