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

To: E_K_S who wrote (77991)	8/28/2025 11:13:37 PM
From: Madharry	Respond to of 78505

Seem strange to me that DELL fell after their earnings report. I think Dell is worth at least $160 so still a strong hold for me. at these levels.

To: E_K_S who wrote (77991)	8/29/2025 4:54:35 AM
From: bruwin	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to of 78505

PAHC. I had a look at PAHC's "Fundamentals" in the 4th Qtr of 2023 which is around the time you said you bought it at ~$9.70/share. Three "Positives" at that time, IMO, :- Good Gross margin at ~31% Share Price a BUY at $9.70 being less than "target" of $25 A relatively Low P/E of 12. However, the rest of its "Fundamentals" were all below "Targets", with LTD being very high, although its Debt Expense wasn't that excessive, and its Bottom Line Profit low at only 3.3% -----> Moving forward to its current LTM we see -----> A positive remains its Gross Margin at 31%. Its Bottom Line profit is slightly higher at 3.7% compared to its previous 3.3%. But its Interest Expense has more than doubled from $15.3mil. to $34.6mil. no doubt due to its LTD increasing from ~$453mil. to ~$703mil. Its Price at $38.5 is less than the upper Buy "target" now at $31, and its P/E is much higher at 32.4 compared to the previous low number of 9.7. But there again "the Market" has been regularly buying its shares, especially during this month of August, and as a result there's been a price rise of (38.5-9.7)/9.7 = 297% since you bought it. One wonders what has "fueled" this demand for PAHC ? Is it future demand for its products, and is that also based on new future products in the pipeline which could greatly increase Revenue and especially Bottom Line Profit which one would think is what particularly attracts "the Market" ?? It does have a good Dividend Yield of 1.25% which could attract investors. It should be interesting to see how things work out for PAHC "going forward" .....