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G. Willi Food-International Ltd. Message Board

  • zolie48 zolie48 Apr 10, 2008 4:15 PM Flag

    Good close

    Some one bought 5000 shares at 3.45:22.Second day of plus .20(only need another 10-15 days and then we'll have the real value of the stock 8-9)Let the games begin!

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    • The intrinsic value of WILC continues to build. Sales are growing by leaps and bounds. The shekel has appreciated against the dollar substantially, which means once earnings grow, we're leveraged 20% in dollar terms. New business is coming on stream.

      The major problem, of course, remains margin. However, that, too will turn. Once it does, earnings growth could be explosive. One basis point means a lot more on the bottom line than it used to (up or down).

      I'm not being a wild eyed optimist - and being in WILC requires the patience of a saint (as it were). Having said that, I'm very confident in the future, and while it's all taking longer than any of us had hoped, it will be there.

      Look guys, the margin drop is largely not the fault of WILC management - even if they had seen it coming, there was little they could have done about it. They have continued to focus on operating efficiency, and on sales growth. The right things to do - versus some knee jerk reaction raising prices - and screwing the future of the company. They have taken the right long term approach in my view.

      A moot point, but just imagine where the stock price would be had we not faced this unprecedented rise in raw material costs - dream on, but at least 20.

      Z48 - I don't watch the day to day movement quite as much as you do - but I do think we've turned the corner. Hang in there.

    • Willi has great potential -As Farvo said there's alot of ifs and maybes but if only a couple come thru we're sailing!

3.468-0.132(-3.67%)May 3 3:29 PMEDT