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#	AUTHOR DATE SUBJECT
7	member 6/06/06 11:16AM normalized gross profits?
What are your revenue, gross profit, and opex assumptions that get you to $2.29/share EPS in 2008? $2.29/share seems fairly aggressive to me. If gross margins are 16.5%, in 2008 and you assume that 2008... login to read the rest view available tags
6	member 5/01/06 4:34PM 72mm is not maturing this year
72mm is not maturing this year. The company had to reclassify b/c it was temporarily in violation of a covenant. view available tags
5	member 4/26/06 6:07PM current maturity of lt debt
You stated there is 72m of debt maturing this year. Have they refinanced this? Thanks for the idea. view available tags
3	member 4/18/06 5:42PM great idea - questions
We own JBSS as well and in fact I have a write-up that I was preparing to submit just as the stock price started to rise. Your investment thesis pretty much matches our own... login to read the rest view available tags
2	member 4/18/06 10:51AM FY 2007, and FY 2008
Can you fill us in on your '07 and '08 income statement detail? The problem with this business is that while the historical norms are a ROIC of 8-9%, they can range from 5-12% due to view available tags