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Non-Tech : Simula (SMU) -- Ignore unavailable to you. Want to Upgrade?


To: Jacob Lewin who wrote (1105)5/7/1998 8:43:00 AM
From: Noblesse Oblige  Respond to of 1671
 
Hi Jacob....

If...and I hasten to note that this is totally conjectural...Simula will be supplying ITS for the Audi/VW, I would expect that the price of the stock would reflect the fact that we are gaining substantial market share in side impact head protection.

As of this moment, however, to the best of my knowledge, there is nothing known about the next two car companies other than management of Simula categorizing them as somewhat larger than BMW.

Have a good day.



To: Jacob Lewin who wrote (1105)5/7/1998 5:11:00 PM
From: greentree  Read Replies (2) | Respond to of 1671
 
To the thread,

If we are invested in a company which could do .04, .15, and .22 in the next three quarters, why do we need an "event" for the stock to go up. That EPS growth trend (+300%, +275%, +46%) seems to me to be good cause to buy SMU, and thus drive the price up. ITS will happen. When, who knows. It concerns me that our expectations of the company and its stock price are based on a single product when SMU is far from a one-product company.

This company has done what it has said over and over, the only variable being the timeline. They now have more than 7% of the airliner seating business from zero less than two years ago, but that is getting a ho-hum from the thread. From zero to possibly 100 million in less than 5 years gets a ho hum??

Are we guilty of not seeing the forest for the trees?