The Perma Pipe business is worth 100 million on its own and is the true driver of MFRI. I would not be opposed to spinning off or selling the filter business to focus specifically on the pipe business. Any input welcome...
There is a ton of noise on this message board and it is just noise. I will invest along side the investment company who increased its holdings to 1,000,000 shares last quarter. Stay focused and don't listen to the people who say MSLP is going to pennies, there are too many smart and successful people involved with MSLP that will not let that happen.
If they continue to grow the company it is hard to imagine that the market cap can stay as low as it is (under 70 million) for very long. 130+ million in sales is very possible next year and if they become valued at only 1x sales that is a double from here. Sprinkle just a small amount of cash flow + and it should only be up from here. Once the SEC issue is put to bed, that will be a major positive catalyst. NASDAQ uplisting will be icing on the cake!
Patience must be exhibited with MSLP. Personally I'm not a real patient person when it comes to stocks, but with MSLP I will be patient. Assuming the company will continue to grow revenue and start to become profitable the stock price will follow. Maybe not as quickly as you and I want, but when several institutions want to accumulate MSLP at the same time the days of a 66 million market cap will be long gone. Are there risks? Sure, but in my opinion a 300 million market cap is more probable then a 30 million market cap. That is a risk/reward I'm willing to take.
I decided to do a little research on MSLP and institutional ownership and I found some encouraging info. Wynnefield Capital MSLP's largest institutional holder increased its holdings in MSLP by 254,188 shares now giving them an even 1 million shares. Look at the Wynnefield Capital 13F holdings for yourself for the quarter ending 12/31/14.
I hope your right. Between The Arnold series, FitMiss, and MP products they are building a nice portfolio. Once the BioZone acquisition becomes integrated and they can start to manufacture their own products MP will be at the next level of supplement companies. When they do all of this in a profitable way, it will be off to the races.
I agree, it is a big deal and there are great things to come in the future. I'm excited to get in on the growth of MP when it is in its early growth stage. It is going to be beautiful when MP breaks out to the upside and doesn't look back. I don't know when it happens, but I'm confident that it will happen.
10-15 million of free cash flow would be awesome!!! When MSLP is valued at its potential in the coming years, the days of a 60 million market cap will seem like a no brainer, but only a relative few will actually capitalize on it.
I agree, MSLP is one of the best risk rewards I know of right now. The company can't continue to grow like it is without the stock price eventually following. The SEC and NASDAQ are the only things holding it down and WHEN they are lifted the stock will be off to the races. Until then, enjoy cheap shares!
Relax brother, You are part owner of a fast growing company that has many great YEARS ahead of it. In my opinion the sellers are short sighted and will be kicking themselves in the coming years when the share price is much higher. I would like the stock to be higher, but I understand it could fall further. . I would say you would be wise to stay long and be on the side of Billionaire investor and entrepreneur Dr. Frost and Wynnefield Capital who upped its stake to 1,000,000 shares last quarter. When it is announced that we will be up listed to the NASDAQ, the stock will jump too quickly for you to buy at anything close to these levels.
I think you will be right about the gap up, but it will be no surprise to me. I will hold with patience and enjoy cheap shares while it lasts.
Cytosport (Muscle Milk) is on the auction block and is expected to fetch 500 million. It looks like their sales are 300 million so if muscle pharm can do the 150 million in sales it expects this year, at the current price it seems to be a good value.
MSLP is not a shrinking company. They are growing sales and hopefully profit this year and their prospects look strong. MSLP pps is not going to 5, 4, 3, 2, 1, .01 for people to say that are they saying MSLP is only worth a 45, 35, 25, 15, 5 million market cap. That is crazy thinking and not logical. If you want to sell, there will be a much better time to do so. Don't let the market #$%$ you out of your shares.
And clarity will be given... They mentioned about new west coast, international, south American and canadian distribution centers... I would imagine that that isn't cheap to do, hence "only" 2% EBITDA.
I'll trade along with the institution who increased its holdings to 1,000,000 shares last quarter. You can try to short it to $5 and I will buy your shorted shares and then sell them back to you at $30.
Stock volume has nothing to do with upper management and just because it is being distributed to large retailers does not make it news more then the original announcement.