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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (7117)9/13/2024 3:07:55 PM
From: richardred  Respond to of 7243
 
OT- I know what you mean. Bob has sent me a jar of salsa before.



To: E_K_S who wrote (7117)9/14/2024 11:52:37 AM
From: robert b furman  Respond to of 7243
 
Hi E_K_S,

Thank You.

Always nice to have people like what you make.

I've been looking at AMNF and am beginning to wonder if we are about to get a nice leg up into the 6's.

I'd sure like to see another parabolic run up in price.

They have had a bump up in revenue with expanding into Texas and Florida.

What next comes is confirmation that their product has been well recieved. If they keep volume shipments, that should prove the case of long term national success.

If so then more expansion will develope faster. If Logistics can go from California to Florida, moving North to other population centers should be an easier addition to their footprint.

My wife's Italian family really goes all out in Q4 with Thanksgiving and Christmas both huge trafditinal Italian get togethers.
, Q4 shouldo
I have a hunch that the Q3 will be the important quarter to continue the MOJO. If it makes Q3 with record revenue and profit Q4 should easily follow and continue the momentum.

AMNF is a premium product, which inflation on all things food could hurt.

I think were in a pivotal quarter right now.

Last year's Q3 earnings came out on 11/14/23 - 2 months out.

We SEE.

I'd not like to see AMNF gets sold. As long as it is a family business, that stays on our side.

With record revenue, it wouldn't be that much of a step to a dividend of 4 cents quarterly. Pretty nice dividend based on cost. I look at dividends based on cost (some do not and I disagree with that view). I high yield based on cost is the result of holding and accumulating vs trading a lot.

It fits my style and I'm just talking my book. <smile>

I have a huge number of tomatoes to pick this week. My peppers are now beginning to grow nicely. I had about 30 plants get chopped off from a Ground hog. He took the whole raised bed down to nubs in one nights feeding!

Thay all survived but stunted the growth. Rather than get 18 to 24 inches tall,they formed multiple stalks up and are bushy. Just now popping out a lot of blossoms. It looks like my Serranos will be a good crop and half of my Jalapenos are doing well. Hoping for an Indian summer and I'll be fine. Jan has picked her paste tomatoes and they are on the stove today. Yesterday we picked our Honey Crisp apples. Got a nice crop of 39 upfrom 9 last year. They are huge and pretty shades of red. Those with bird pecks and minor scars have been peeled and making apple pie filler today. Cucumbers going crazy and we'll make Bread and Butter Amish style pickles today and tomorrow.

I have just about finished the gutting of the lower floor. Construction starts at month end. Doors and windows are ordered and due in November. In between than and now the steel beams go in the entire length of the lower floor.

Oil boiler will get repiped and warmboard installed over the plywood original floor gets top 1/2 inch board removed. I broken out all of the ceramic tile already.

Leaving half the cabinets in the kitchen, sink and stove till the very lasy minute. That will put an end to the harvesting and canning which will be close to usual timing. Just very busy.

Looks like monday or tuesday I'll make the first double batch of 2024's salsa If you'd like I'll send another "Taste of Wisconsin" after first batch is canned.

Thanks for the nice update.

AMNF needs a 7 handle next! LOL

Bob