@jamwolf,
It is that very Revenue growth profile - and the way it is managed - that has me as a shareholder in SDI.
Given the sunk capital and the installed asset base, this company can generate $150m of Sales without needing to incur a single extra dollar of capital investment.
At that level of Revenue, and at a 14% EBIT margin, the company will be generating some north of $20m in EBIT (more than double today's level).
And between now and then, they are sure to encounter all sorts of extraneous factors (some positive, some negative) along the way, such as future equivalents of Brexits, Trumps, silver price rises and falls, exchange rates moving all around the place, bond market rises and falls, wars, famines, pestilences etc. etc. (maybe even a few more financial crises).
But none of these, I don't believe, will halt the inexorable march to $150m Sales.
Ann: 2016 AGM Presentation, page-4
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