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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (42879)	6/1/2011 10:10:55 AM
From: E_K_S	1 Recommendation Respond to of 78911

Hi Jurgis - I am still watching SYEV from the side lines. When I talked to the company last month there were a few items that caught my attention: (1) They had no plan for a warehouse/distributor for Australia and/or Europe. Every order was fulfilled from their CA warehouse and shipped individually (expensive). They were getting a lot of orders from Australia/New Zealand but no plan for any ramp up. (2) The had huge WEB site order growth but no way to process international orders through their foreign distributors. (3) Their CEO handles all the one time "emergency relief" orders through U.S. Gov agencies (including military). These are huge dollar orders and I would expect a full time position be established to service this very profitable segment. I am expecting a shortfall in sales growth until several of these logistic and sales channels can be fixed. The business is also a one product company even though they have different types of filters and bottles. Maybe they could also look at other "emergency relief" products that might complement their current line which they can bundle in a kit (ie plastic tarp. vacuumed pack food bars etc). At the very least cross promote their product(s) with other companies that are already in that business (ie. green promoters, emergency relief, promotional give-away). They currently do nothing that taps the potential in these other markets including no inserts in their shipping package and/or cross promotion on their Web site. Therefore, the company is a work in progress with lots of potential but may very well stumble w/ future sales growth by not capitalizing on their current sales growth momentum. EKS