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SunOpta Inc. Message Board

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  • retireb4death retireb4death Jan 19, 2006 10:40 PM Flag

    Kendall Interview

    damn - I have to concede that man has a trust-inspiring charisma.

    OK, after seeing that interview (thanks A1) I retract my previous reticence re: dec acquisition and I'm back in buy mode.

    Wild - check me on this - JK said distr margin has quadrupled. 3Q was a near-zero loss in distr, so I'm going to go back to 2Q where it was .01 of EPS which leads me assume distr 4Q EPS of .03-.04 (excluding adj for higher energy). Plus he said they're saving $4mm/annum in costs in distr - and every $570k is another .01 EPS. Even if the cost savings is already factored into the 4-fold margin increase, distribution only contributes about 20% of total revs, so .01 EPS from distr is major when total estimate is only .04.

    If I'm considering those numbers correctly, that should (IMO) offset higher energy costs for 4Q and I'm tossing my hat in the 'beat estimates' corner immediately.

 
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