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 : GBUR(Wholesome&Hearty Gardenburgers) -- Ignore unavailable to you. Want to Upgrade?

To: Robert Graber who wrote (86)	8/13/1998 11:13:00 AM
From: Sir Auric Goldfinger	Read Replies (1) \| Respond to of 140

The Couponing could be a decisive factor here. If Worthington gets real aggressive of coupon price, it would put a dent in GBUR revenues at the chain store level. The thing about the Catalina Coupon Solution is that you can actually draw the indifference curves that economists always theorize about. In this case they could be predatory with a very high rate per coupon over a brief period (I think the couponing contracts are 6 weeks at a time) and it would then drain what miniscule cash GBUR has left. The CIBC report has a really thread the needle cash flow pro forma wherein the analyst fudges his cap ex down by 300% to make the cash flow work.