Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : RECY Looking Good... A -- Ignore unavailable to you. Want to Upgrade?

To: Bankceo who wrote (4097)	2/13/1998 11:04:00 AM
From: Walt	Respond to of 7006

Yes....They gonna do it.... Just listened to CC and went and bot me som mo!!!! WALT

To: Bankceo who wrote (4097)	2/13/1998 12:19:00 PM
From: James Strauss	Read Replies (1) \| Respond to of 7006

Balanced Opinion.... >>>THis company is very high risk.Very high reward; even relative to small caps. They are extremely leveraged and must deliver on roughly 2pp improvement in margins for their acquisitions to cover their investment appetite. They are smart. Thinking of junk bonds to fund some of their future acquisitions up to $1Billion will prevent dilution; as long as they are pacing themsevles. $1B in deals when they are only $270MM in annual sales right now. I hope they take two years to do it. However, they will get pricing power as well as expense reductions with these investments.....Looks like a Republic INdsutries in the making. They need to show constant margin improvement on their acquisitions. This is $40 stock in 12-18 months if they execute.....If they dont, it will be $3 by September.<<< ********************************************************************* Bankceo: Thanks for your balanced analysis of RECY's prospects... You do sound like a Bank CEO... : > Jim

To: Bankceo who wrote (4097)	2/13/1998 12:53:00 PM
From: voyager.ed	Respond to of 7006

Bankceo, I don't disagree with anything you said. So far, this management team has performed as per their stated plan. They have executed as stated. Two things - I think you bet a lot on people in the companies you pick, and I have been impressed by their experience and the group they have assembled. This was confirmed to me by the recent conference call, as they had a confident non boasting confidence. As their CFO said during the call, "This is a tell all quarter" and "we're pretty excited about this quarter" - time will tell. regards, Ed