Sir Holler brought my attention to this company (from the V.CMI) board.
Valuation metrics seem similar - about 2x FCF plus cash. It is also mostly owned by insiders. CMI annouced today it will be paying a dividend, and although modest it provided a great lift for the stock.
That gets me wondering - what will GAV do? Does it begin to pay a dividend? Have any of you contacted management on what thinks of its current valuation? Does it intend on issuaing a dividend to lift the stock?
From a business aspect, would any of you be able to speak of the products the company sells? Are they leading technologically? Maybe better price? Better sales force? How sustainable are the sales, given competitive pressures?
Thanks guys. Looking forward to joining this board.