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Gold/Mining/Energy : Thermal Control Technologies Corp TCT (was Redux Energy) -- Ignore unavailable to you. Want to Upgrade?


To: ASHLEY5 who wrote (372)4/20/1998 7:11:00 PM
From: Nathan Hansen  Respond to of 1208
 
GREAT POST!!!

Thanks for your input. Not too many people get reactions from the D***lite firm. This post should be one to refer to in the future, once a little time has gone by in the Road King relationship w/TCT. I have always found it quite peculiar how 'tight' this industry is. Seems each supplier knows more about the other suppliers than he does about the shape of his own neighborhood golf course.

Got to stay up on this info. Thanks again for the post, ASHLEY5

cheers.

Nat



To: ASHLEY5 who wrote (372)4/21/1998 12:54:00 PM
From: Saverio  Read Replies (1) | Respond to of 1208
 
<<I am still wondering if the interest on the debentures $560,000 per year is going to really hurt there EPS over the next couple of years???>>
It's a tough call; intuitively, it depends how fast they will be able to increase sales in order to use their new capacity. As their gross margin is roughly 50%, and if we take the 3rd qtr gross margin level as as a base, the annualized gross margin (product revenue - cost of product) would be about $4.3 million. It would take about a 13% sales increase to pay for the interest in the first year. I would think that should not be too difficult to reach.
I am welcoming any challenge to the above "back of the envelope" speculation. Cheers.
Saverio



To: ASHLEY5 who wrote (372)4/25/1998 9:43:00 AM
From: mike wood  Read Replies (1) | Respond to of 1208
 
Whats the name of that competitor maybe their stock can generate enough interest to trade more than one time a day.Maybe the ceo of that co. isn't married into WOOD-GUNDY.And maybe that co cares about all of their stockholders not just a select few(I don't think they are concerned about any shareholders at this time).The investment interest in this co. is absolutely zero,they have blown their horn too often only to see investors comein,move the stock up far enough for WOOD-GUNDY #90 to sell it back down and leave the new shareholders with long mths. of stock inactivity.These are true feelings from many shareholders not just myself.I hope someone refers this post to BLAINE MALLER as a reminder that he is a public company now!!