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Polypore International Inc. Message Board

  • peter.invest peter.invest Feb 3, 2012 12:58 PM Flag

    call could be better

    Weak on specifics. Same old overall thesis--growing and highly technical market with entry barriers and we are the leaders--but this was known. Key question is if they can continue and accelerate 2011 growth now and not in 2013 or later. His tone suggests yes but few hard facts.

    8% overall market growth rate does not cut it for 22 P/E. $400 mln. extra rev (2013?) he mentioned is actually good (on top of current 600). That does imply growth consistent with high P/E

    Also good that LG seems to be a total non-issue but the sell-off was driven more by overall valuation concerns and LG news was just a trigger

    Guess need to wait for the earnings call to be more comfortable with the thesis

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