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Collectors Universe Inc. Message Board

  • dbtunr dbtunr Feb 6, 2014 4:18 PM Flag

    GAAP EPS 15c, $13.5M rev, China 4.4% of revenue, Margin 61%

    They hit their revenue line perfectly based on projection. Gross Margin was good, but G&A expenses were a little higher than I thought bringing down EPS to 15c (up from 7c last yr). Also share count was up 100K shares which accounts for a little of the shortfall. Tax Rate was 41.3% which was 1.3% higher than I thought. I guess I was too aggressive in predicting 18c.

    China now accounts for 4.4% of total revenue.

    Things looked good consider that was their weakest seasonal quarter. I see no reason to sell based on that

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    • CC notes:

      - international rev is now 8% of total
      - 900K certs in qtr vs 725K last year (24.1% yr-yr growth)
      - strong start overall to year
      - China rev in 6 months is over $1M (did $600K last qtr, $400K first qtr)

      20 minutes of questions. The most questions in a long, long time. Sounded like hedge fund guys. Definitely more eyes on this stock now

      - CFO said will generate positive cash flow over the next couple of qtrs
      - CEO said that even though March and June qtrs have tough comparisons due to huge volume in 2013, they will still grow yr-yr
      - Do not need extra headcount to handle the larger volumes
      - They have no hard and fast number, but they do want to keep at least $10M in cash so dividend would be affected if they get below that. That is not in imminent danger

    • 488K coins ($19.28/coin) but only 414K ($8.21/card) cards. Cards were down sequentially for the first time in many quarters. Coins did great, cards underperformed. Cards still did very good, just underperformed in comparison to what they have been doing. The avg coin ticket price was also down $1 from the prior qtr but is up yr-yr.

20.81-0.11(-0.53%)Aug 20 4:00 PMEDT

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