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Edward J. Roche » Comments » Single Comment
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PCP is a great company and I hold shares.
Jun 17 09:09 am
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All Comments by Edward J. Roche »Precision Castparts: an Abandoned Growth Story, Part I [View article]
The 10-K lists 55% of revenues as coming from Aerospace and Defense but does not appear to break this down further. Do you have any information on how much of revenues comes just from defense? I would estimate only 15-20%.
Your target price is high, I would be happy with 200 in 5 years.
Edward Roche - Freedom Mountain Investments.