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Breitburn Energy Partners L.P. Message Board

dmer00 2 posts  |  Last Activity: Nov 25, 2014 4:44 PM Member since: Feb 12, 2003
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  • dmer00 dmer00 Nov 25, 2014 4:44 PM Flag

    cld, gross profits to decline while selling off existing inventory. As software sales increase and existing inventory is sold down margins to increase to the 58-62% area later next year. Competition is fierce but CEO felt that VMEM pricing and technology is more than competitive. New technology announcements coming. 4 of the top 5 customers this qtr were new to the top 5 which is good. They are looking for repeat business from high end customers so we should expect that the top 5 customers in the future will be existing clients. All this came out of the call yesterday. Don't get me wrong I agree there is still risk here. IF this mgmt team can accomplish the goals stated the risks become less so each qtr. Just stating that maybe there is some light at the end of the tunnel and this company can/will be successful.

  • dmer00 dmer00 Nov 25, 2014 10:44 AM Flag

    CEO stated on the call that with the funding they did this year that there busines plan is now fully funded. They also stated on the call and, I think this is important, that they project to only burn 10-15 mi. in cash this upcoming qtr. Also in an answer to a question they stated that they project to be cash flow positive by the end of next year. He also made very clear that he is just as focused on becoming profitable and cash positive as he is in growing the top line. If they can truly grow the company 40-50% per year top line while focusing on cash and profitability this can become a very stable tech company in its space. I don't know what that can mean as to the ultimate price of the stock but it should mean they are a long term player in the data center/storage space. Big step in the right direction this past qtr.

    Sentiment: Buy

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