• Arkeh Capital
    http://bit.ly/PkrlGE http://bit.ly/TwmOa8 BAM
    9/25/12
    Reply (10)
    • Arkeh Capital: http://bit.ly/Q6CJoN
      9/25/12
    • Gloria Kessler: how much revenue on this for 2013?
      9/26/12
    • Arkeh Capital: c3% in 2011, high double digit growth rates in consumer electronics in 12, 2013 to grow with product and client wins, plus solar coming back
      9/26/12
    • Gloria Kessler: how much revenue will BAM produce if solar comes back? 10 million?
      9/27/12
    • Arkeh Capital: You mean 10m more on an H2 recovery?
      9/28/12
    • Arkeh Capital: BAM H1 sales were down 11%, on a 21% Q1 decline (electrode stocking by clients in Q4 due to price hike. Q2 was -1%
      9/28/12
    • Arkeh Capital: Just leave out a recurrance of the stocking distortion and you have a 5% FY revenue buffer for 2013 vs 2012, and clients entering w/o
      9/28/12
    • Arkeh Capital: xs inventory. On top you get solar 1%+ and consumer electronics. Forget about a revs drop in 2013
      9/28/12
    • Gloria Kessler: If your estimate of % of revenue for 2013 is correct with cost structure the same then bleeding may stop.
      9/28/12
    • Gloria Kessler: That will be the turning point for GT if it happens. If not then stock will drop. Investors have had a false sense of optimism here
      9/28/12