Thu, Jul 10, 2014, 4:52 AM EDT - U.S. Markets open in 4 hrs 38 mins

Recent

% | $
Quotes you view appear here for quick access.

Primo Water Corporation (PRMW) Message Board

you are viewing a single comment's thread.

view the rest of the posts
  • ddbikessamsara ddbikessamsara Aug 17, 2011 6:43 PM Flag

    Some numbers - please sit down

    PPS - you think this isn't why people were falling all over themselves to get in on the IPO and secondary offerings at $12? They certainly weren't buying 20 million shares hoping Q3 '11 would meet "expectations".

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • You're assuming 2013 share count won't change from today?

      You need to add in future dillution through stock options etc. Still not alot but a few million anyway

      • 1 Reply to chartmancommeth44
      • I'm ASSUMING the entire scenario. There is no way to predict the future. IF they hit 2012 numbers they will be generating so much cash there will never be a need to issue any shares. IF they continue growing at 100% for 2013 no matter how many shares are added through options etc. it will be irrelevant since the earnings will be huge and the stock price will reflect it in a big way.

        The point is just to illustrate the phenomenal potential. I'm in it for the 2 year time frame and if it comes anywhere close to this scenario I will be retiring in comfort.

        No way under ANY scenario they won't continue with extremely healthy growth. They have access to 50,000 locations with their current list of customers - all they have to do is execute the growth plan and get the water systems set up in the locations. They are in 17,000 locations now and had 115% growth in water sales this quarter. They are adding an average of 5,000 locations per year plus the new water dispensers and soda machine - not to mention the Primo Pure Ice product. Impressive growth is inevitable and their SG&A costs should stay pretty constant. That means sales growth gets levered immediately to the bottom line at the gross margin level since their are no incremental SG&A costs. Profit mania ensues

        Buying shares at these prices and waiting it out is about as sure thing as you ever get in the stock market. Billy Prim is a mover and they are executing very well with a product that is in constant demand at a very reasonable price and rapid growth virtually assured for the next few years.

 
PRMW
4.87+0.08(+1.67%)Jul 9 3:59 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Gigamon Inc.
NYSEWed, Jul 9, 2014 4:04 PM EDT
TherapeuticsMD, Inc.
NYSE MKTWed, Jul 9, 2014 4:02 PM EDT