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#	AUTHOR DATE SUBJECT
17	member 3/07/18 9:43AM Re: Re: Re: Re: Re: Re: Re: Re: A few questions 16
Any thoughts on the recent earnings or the L King purchases (who now has 29% of the company)? I thought the 4Q numbers looked pretty good: GM held in there and looked better than peers... login to read the rest view available tags
15	member 10/26/17 2:54PM Re: Re: Re: Re: Re: Re: A few questions 14
Wild reaction - or lack thereof - to earnings today. Hardly any volume. I suppose all of the holders are sitting tight and their are no sellers. Even so, I thought the quarter looked very... login to read the rest view available tags
13	member 10/05/17 3:26PM Re: Re: Re: Re: A few questions 12
Any thoughts on the deal? Looked pretty good strategically and highly accretive too. Reaction seems mighty subdued to me. . view available tags
12	member 4/14/17 11:39AM Re: Re: Re: A few questions 11
M&A/Multiple/LK A bigger player acquiring LAWS is certainly possible but I think LAWS is more likely to be the acquirer in the near term because they want to continue to roll up smaller peers. They have... login to read the rest view available tags
11	member 4/14/17 11:39AM Re: Re: A few questions 10
Industry Weakness I think industry weakness is the explanation for recent sales force performance. From FAST's 2016 10k: The sale of production fasteners is also a sticky business in the short-term as it is expensive and time... login to read the rest 1 view available tags
9	member 4/14/17 8:42AM A few questions
Thanks for the idea. We are short some of the larger distributors. This interested us because it is considerably cheaper on an EV/gross profit basis and we expect the larger players will look to M&A... login to read the rest 1 view available tags
7	member 4/13/17 3:04PM Amazon Business
Thoughts on this as an existential threat? http://www.cmswire.com/digital-experience/amazon-business-is-coming-for-you-distributors/ view available tags
6	member 4/13/17 9:40AM Re: Big picture question 3
Hi JSO, On a philosophical level, I judge the business quality more on results than on the share price. GPMs for LAWS are ~60% and the company provides a recurring stream of maintenance related revenue. While... login to read the rest view available tags
4	member 4/13/17 9:12AM Re: geography? 2
Hi MJS, Good questions. I am going to have to get back to you on geography. The company considers itself national and claims "broad geographic sales and service coverage accross the US and Canada and I have not... login to read the rest view available tags
3	member 4/13/17 8:46AM Big picture question
Whenever anyone pitches me a small-cap like this, I always begin by asking myself why its still a small cap if it was a good business. When I look at the graph of this company... login to read the rest 3 view available tags
2	member 4/12/17 5:21PM geography?
thanks very much for the idea. can you talk a little bit about the company's geography? it seems like much of the thesis rests on newer reps matching the productivity levels of the older reps... but if... login to read the rest 1 view available tags
1	member 4/12/17 4:48PM agree
Nice post ThatDu04, and I have to remark the timing of it is hilarious to me. I was actually logging in to post about the LAWS write-up I put on the board last June literally... login to read the rest view available tags

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			2017	2018
Price:	19.70	EPS	0.27	0.83
Shares Out. (in M):	9	P/E	73	24
Market Cap (in $M):	178	P/FCF	25	14
Net Debt (in $M):	-2	EBIT	8	13
TEV (in $M):	176	TEV/EBIT	22	13

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