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Compass Diversified Holdings Message Board

Brennus01 5 posts  |  Last Activity: Jul 8, 2016 9:24 AM Member since: Feb 26, 2002
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  • TLGT is going to really start compounding once the approvals start to roll in.

    Back in the day, there was some investor angst (even myself included for a few days) that so much was being re-invested in the R&D/Development once revenues started to ramp. In other words, some of us wanted to see the proceeds fall to the bottom line.

    At the time I thought, 'Let's re-invest aggressively. It's a low tax, low frictional cost way to compound our investment in a big way.' Those deferred profits are really going to pay off in years to come. And we are only just now starting to see the first wave of approvals. The next wave is going to be compounded from the first, and so on.

    Still lots of room to grow with this business. Right now we're reaping the benefits of only one niche...topicals. It's going to get much bigger in the future.

  • Anybody else notice that FNJN mgmt elected not to publicize news of the latest licensing deal? It's on their website but not released to the news wires.

    I don't think that's something that would just 'slip their minds'. ;-) They want to do just enough to satisfy fiduciary responsibility but not enough to make the news widely available, maybe?

  • Anybody else notice that FNJN mgmt elected not to publicize news of the latest licensing deal? It's on their website but not released to the news wires.

    I don't think that's something that would just 'slip their minds'. ;-) They want to do just enough to satisfy fiduciary responsibility but not enough to make the news widely available, maybe?

  • Reply to

    Great Earnings!

    by kris50per Jun 28, 2016 5:00 PM
    brennus01 brennus01 Jun 29, 2016 7:26 AM Flag

    Some mis-guided soul was selling the #$%$ out of TPCS on the 24th and 27th, too. Crazy.

  • relative to the past four or five years' worth of quarters, at least.

    3 cents fully diluted. They'll be saving some real money going forward due to refinancing.

    Healthy backlog of a little less than 20 million.

    Can we possibly expect quarter after quarter like that? That would be too good to be true....but if this year was representative & with all the uncertainties that have been resolved favorably this should be a 60 cent stock.

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