I own a ton of RGR. I think this stock can double or tripple over the next 2-3 years. That said, every gun they don't make possibly goes to another vendor or the customer moves on when he hears about a 6 month wait. Wondering why they dont say, hey, we could sell 1/2 million take down 22s right now, build them, raise the price slightly, and ship them to capture these customers. I wonder if this company is moving to slow in the greatest environment they may ever see.
You are too optimistic about future demand levels. Many companies go bust building capacity for a demand level which lasts only a short while. Then when demand falls back and stabilizes they are stuck with excess capacity. The good initial period isn't good enough to pay for the extra capacity.
Management is overpaid but I appreciate their conservative approach.
You did note they are adding a 3rd manufacturing facility, right ? I would think that should set aside your concerns and bolster your investment. I am very impressed with them, and not even an investor....yet.
That was a fantastic slideshow and presentation by Fifer. The market obviously thought so also. It reminded me of the Star Trek Episode where the computer was reading off all of Capt. Kirk's Medals and Clusters, etc.. and they had to stop it.... lol.