the $100 m difference in revenue between 06 and 07 is not due to...

the $100 m difference in revenue between 06 and 07 is not due to money spent on acquisitions, I have been reliably told by the investor relations woman.
BOL only makes about a 10-13% margin on total sales
In O6 it made $33 m on $252 m or 13%
In 07 it made $36 m on $349 m or 10%
Small change in margins seems to have a big impact on profits.
The reason it didn't get the 13% margin is because of cyclones, maintainance on machines to meet government standards and shortages of machinary.
The company pays out 7.8% of debt in interest which is about $18 m. According to the investor relation this is fixed and liked to stay at this rate for up to 3 years, I think.
Next year maintenance to government standards is said to continue up till Feb '08.
Revenue is expected to stay about the same around $350 but margins are likely to improve. We should therefore see margins go up to around 13% and profit if $45 m.
Wilson HTM estimate a 16% increase in earnings to $42m.
Anway long term holders should be ok. Traders may get burnt but the usually do.