misterkrusty Posted August 29, 2019 Share Posted August 29, 2019 anybody care to venture a guess as to eps/fcf per share next 4 quarters or whatever? Link to comment Share on other sites More sharing options...
Libs Posted September 4, 2019 Share Posted September 4, 2019 I'm scaling out of this beauty, I just can't pass up these prices. Snowball, I owe you several beers. Link to comment Share on other sites More sharing options...
snowball82 Posted September 4, 2019 Author Share Posted September 4, 2019 I'm scaling out of this beauty, I just can't pass up these prices. Snowball, I owe you several beers. Congrats for your good investment, I'm very happy for you. We made a very nice return here ;) Link to comment Share on other sites More sharing options...
Liberty Posted September 4, 2019 Share Posted September 4, 2019 Congrats to owners of this one! Link to comment Share on other sites More sharing options...
gary17 Posted September 4, 2019 Share Posted September 4, 2019 thank you snowball - i buy a few bubble teas next time you are in vancouver :)) Link to comment Share on other sites More sharing options...
snowball82 Posted September 5, 2019 Author Share Posted September 5, 2019 thank you snowball - i buy a few bubble teas next time you are in vancouver :)) Welcome, I like this idea ! Now time to find the next one. Link to comment Share on other sites More sharing options...
Libs Posted September 5, 2019 Share Posted September 5, 2019 Snowball, have you sold all of your shares? Link to comment Share on other sites More sharing options...
snowball82 Posted September 5, 2019 Author Share Posted September 5, 2019 Snowball, have you sold all of your shares? Not all but frankly for now I see a better upside with Ivrnet (Ivi.v, $ 0.02) turnaround. I own a large position. Did you ? Link to comment Share on other sites More sharing options...
Libs Posted September 5, 2019 Share Posted September 5, 2019 Sold about 60% Link to comment Share on other sites More sharing options...
Liberty Posted September 6, 2019 Share Posted September 6, 2019 Snowball, have you sold all of your shares? Not all but frankly for now I see a better upside with Ivrnet (Ivi.v, $ 0.02) turnaround. I own a large position. Did you ? You own a large position in a 1m market cap company. So basically, how many seats on the boards do you have? :D Link to comment Share on other sites More sharing options...
snowball82 Posted September 6, 2019 Author Share Posted September 6, 2019 Snowball, have you sold all of your shares? Not all but frankly for now I see a better upside with Ivrnet (Ivi.v, $ 0.02) turnaround. I own a large position. Did you ? You own a large position in a 1m market cap company. So basically, how many seats on the boards do you have? :D Zero, I'm not on the board. In my view it is a large position vs Ivrnet'marketcap. That said for a guy like you having a very large portfolio you should't wast your time with companies so small :) Link to comment Share on other sites More sharing options...
snowball82 Posted November 9, 2019 Author Share Posted November 9, 2019 Numbers speak by themselves:) https://seekingalpha.com/filing/4693896 Link to comment Share on other sites More sharing options...
snowball82 Posted November 11, 2019 Author Share Posted November 11, 2019 XPEL Reports Third Quarter Revenue Growth of 21.9%; Record Third Quarter Revenue of $35.6 million SAN ANTONIO--(BUSINESS WIRE)--November 11, 2019--XPEL, Inc. (Nasdaq: XPEL), a global provider of protective films and coatings, announced results for the third quarter and nine months ended September 30, 2019. Third Quarter Highlights: • Revenues increased 21.9% to $35.6 million compared to third quarter 2018, the highest revenue quarter in the history of XPEL; Sequential revenue growth of 18.4% compared to second quarter of 2019 • Gross margin improved to 34.5% compared to 30.3% in third quarter 2018 • Earnings per share of $0.16 compared to $0.08 per share in third quarter 2018 Ryan Pape, President and Chief Executive Officer of XPEL, commented, “We’re pleased to have delivered continued strong growth in the third quarter, with record revenues, improved gross margins and enhanced profitability. We saw continued revenue growth across all of our geographic regions including a return to growth in China, where revenues increased 16.5% in the third quarter. We’re excited by the interest we’re receiving for our portfolio of products and installation services and as we move through the fourth quarter, we believe we are well positioned to drive continued growth and profitability as we close out 2019.” For the Quarter Ended September 30, 2019: Revenues. Revenues increased approximately $6.4 million or 22% to $35.6 million as compared to $29.2 million in the prior year. Gross Margin. Gross margin was 34.5% versus 30.3% in the third quarter of 2018. The increase was related to an improved sales mix, lower product costs and improvements in other cost of goods sold related operating leverage. Expenses. Selling, general and administrative expenses increased to $6.6 million but declined as a percentage of sales to 18.5% as compared to $5.9 million or 20.1% of sales in the prior year period. This increase was due mainly to increases in personnel, occupancy, information technology and research and development costs to support the ongoing growth of the business. Net income. Net income increased to $4.5 million, or $0.16 per basic and diluted share versus net income of $2.2 million, or $0.08 per basic and diluted share in the third quarter of 2018. EBITDA. EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) increased to $6.0 million, or 16.8% of sales, as compared to $3.3 million in the prior year1 . For the Nine Months Ended September 30, 2019: Revenues. Revenues increased approximately $7.3 million or 8.8% to $90.4 million as compared to $83.1 million in the first nine months of the prior year. Gross Margin. Gross margin was 34.3% versus 30.1% in the first nine months of 2018. Expenses. Selling, general and administrative expenses increased to $18.9 million or 20.9% of sales as compared to $15.8 million or 19.0% of sales in the prior year period. Net income. Net income increased to $9.4 million, or $0.34 per basic and diluted share versus net income of $6.8 million, or $0.25 per basic and diluted share for the first nine months of 2018. EBITDA. EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) increased to $13.2 million, or 14.6% of sales, as compared to $10.1 million in the prior year2 . Conference Call Information The Company will host a conference call and webcast today, Monday, November 11, 2019 at 11:00 a.m. Eastern Time to discuss the Company’s results for the third quarter of 2019. To access the live webcast, please visit the XPEL, Inc. website at www.xpel.com/investor. To participate in the call by phone, dial (877) 407-8033 approximately five minutes prior to the scheduled start time. International callers please dial (201) 689-8033. A replay of the teleconference will be available until December 11, 2019 and may be accessed by dialing (877) 481-4010. International callers may dial (919) 882-2331. Callers should use conference ID: 55922. Link to comment Share on other sites More sharing options...
gary17 Posted November 11, 2019 Share Posted November 11, 2019 up 19%. you are on fire this year Snowball ! Link to comment Share on other sites More sharing options...
snowball82 Posted November 11, 2019 Author Share Posted November 11, 2019 up 19%. you are on fire this year Snowball ! Thank you Gary to write this. Well I'm very lucky this year -my portfolio is up 60 %- but ivi.v helps me to stay very humble ! Link to comment Share on other sites More sharing options...
A Dhandho Investor Posted December 13, 2019 Share Posted December 13, 2019 New marketing initiative: https://www.xpel.com/newsroom/XPEL-JOINS-INDYCAR-NEWGARDEN-TEAM-PENSKE XPEL JOINS DEFENDING INDYCAR SERIES CHAMPION NEWGARDEN AND TEAM PENSKE New Team Sponsor Named “Official Protective Film Partner of Team Penske” MOORESVILLE, N.C. / SAN ANTONIO, TX (December 12, 2019) – Team Penske and XPEL, Inc. (NASDAQ: XPEL) a leading provider of automotive paint protective film and window tint, today announced a multi-year partnership. XPEL will be the primary sponsor of the No. 1 Dallara/Chevrolet driven by reigning and two-time NTT IndyCar Series Champion Josef Newgarden for two races in 2020. XPEL will also serve as the “Official Protective Film Partner of Team Penske.” The partnership with Team Penske – the most successful team in motorsports history – represents the first racing sponsorship for the San Antonio, Texas-based company. Newgarden will race the No. 1 XPEL Dallara/Chevrolet in the INDYCAR Grand Prix on the Indianapolis Motor Speedway road course on May 9 and in the Texas Indy 600 at Texas Motor Speedway (TMS) on June 6. XPEL will build on the partnership and become a primary sponsor for a third IndyCar Series race with Team Penske in 2021 and beyond. “We are excited to welcome XPEL to Team Penske in 2020,” said Roger Penske. “Motorsports provides a great opportunity to build the XPEL brand and we hope to build on a lot of business-to-business opportunities with their group. We look forward to delivering for XPEL both off and on the track as they compete with Josef and the defending champion No. 1 Chevy team starting next season.” XPEL is a global company that offers high-quality products, world-class customer support and a vast network of trained installers. Through partnership with Team Penske, the company expects to generate maximum brand recognition among core marketing segments including dealers as well as consumers. “We have thought about motorsports for quite a while, but we wanted to make sure we partnered with the right team,” said XPEL CEO Ryan Pape. “No one matches the success, class and integrity of Roger Penske, Team Penske and Penske Automotive Group. We are thrilled to be associated with Josef Newgarden as he is a proven winner. He will have plenty of support from our network of employees and dealers both at Texas and at Indianapolis.” Since he joined Team Penske in 2017, Newgarden has captured two of the last three IndyCar Series championships. The native of Tennessee has produced 14 IndyCar Series victories in his career and he is the defending race winner at Texas Motor Speedway. “When you race for Team Penske you are certain of two things – you will be in well-prepared cars with a chance to win every week and you will get a chance to represent some outstanding partners,” said Newgarden. “It is an honor to be the first race car driver to represent XPEL and I’m excited about carrying their brand at two fantastic venues next season. Partnerships are the lifeblood of our sport and I can’t wait to get XPEL to Victory Lane.” ABOUT XPEL XPEL is a leading provider of protective films and coatings, including automotive paint protection film, surface protection film, automotive and commercial/residential window films, and ceramic coatings. With a global footprint, a network of trained installers and proprietary DAP software, XPEL is dedicated to exceeding customer expectations by providing high-quality products, leading customer service, expert technical support and world-class training. XPEL, Inc. is publicly traded on Nasdaq under the symbol “XPEL”. www.xpel.com ABOUT TEAM PENSKE Team Penske is one of the most successful teams in the history of professional sports. Cars owned and prepared by Team Penske have produced more than 540 major race wins, over 620 pole positions and 37 Championships across open-wheel, stock car and sports car racing competition. Over the course of its 53-year history, the team has also earned 18 Indianapolis 500 victories, two Daytona 500 Championships, a Formula 1 win, overall victories in the 24 Hours of Daytona and the 12 Hours of Sebring, along with a win in Australia’s legendary Bathurst 1000 race. Team Penske currently competes in the NTT IndyCar Series, the NASCAR Cup Series, the NASCAR Xfinity Series and the IMSA WeatherTech SportsCar Championship. The team also races in the Virgin Australia Supercars Championship, in a partnership with Dick Johnson Racing, as DJR Team Penske. For more information about Team Penske, please visit www.teampenske.com. Link to comment Share on other sites More sharing options...
A Dhandho Investor Posted January 30, 2020 Share Posted January 30, 2020 Small acquisition: XPEL Acquires Montreal, Canada Paint Protection Film Installer Protex Centre SAN ANTONIO--(BUSINESS WIRE)-- XPEL, Inc. (Nasdaq: XPEL) (“XPEL”, “the Company”), a global provider of protective films and coatings, today announced that it has agreed to acquire Protex Centre, the largest franchisee in the Protex Canada network. Closing is subject to customary conditions and is expected to occur on February 1, 2020. Protex Centre is a Montreal-based wholesale-focused paint protection film installation business, serving primarily dealerships with over 20 employees and a 15-year operating history. The acquisition is expected to add over CAD$2.5 million in incremental revenue, excluding the approximately CAD$1.0 million in annual purchases by Protex Centre from XPEL. We anticipate that the acquisition will be immediately accretive to our 2020 results of operations. The acquired business will combine physically and operationally with the Protex Pointe-Claire window film business acquired by XPEL in 2018, providing an integrated wholesale solution for a significant portion of the Montreal area. Ryan Pape, President and Chief Executive Officer of XPEL, commented, “Protex Centre is one of the largest wholesale paint protection film installation businesses in the world and one of our single largest individual customers. We are excited to add Protex Centre to our great team in Quebec.” The purchase price was approximately CAD$3.25 million, funded from cash on hand and through the issuance of unsecured promissory notes payable to the sellers. Link to comment Share on other sites More sharing options...
A Dhandho Investor Posted March 13, 2020 Share Posted March 13, 2020 Xpel will be reporting its 2019 annual results next Monday. Will be interesting to have some more insights in how hard they think they will be hit by the Coronavirus and the decrease in auto sales. On a side note, it appears they added a patented, medical grade self-adhesive, clear-coated thermoplastic polyurethane film designed to protect commercial monitors, personal devices, and other surfaces to their product line: https://www.xpel.com/rx Link to comment Share on other sites More sharing options...
A Dhandho Investor Posted March 16, 2020 Share Posted March 16, 2020 Excellent Q4 results: https://www.xpel.com/web-assets/corporate_filings/CF2020-XPEL-2019-Press-Release-1.pdf Fourth Quarter 2019 Highlights: • Revenues increased 47.4% to $39.5 million compared to fourth quarter 2018 • Net Income of $4.6 million compared to $1.9 million in the same quarter of 2018 • EBITDA increased to $5.6 million compared to $2.9 million in fourth quarter 2018 Full Year 2019 Highlights: • Revenues increased 18.2% to $129.9 million compared to full year 2018 • Gross margin improved to 34.5% compared to 30.4% for full year 2018 • Earnings per share of $0.51 compared to $0.32 per share in 2018 If it weren't for the Coronavirus, I think the stock would be trading at double the current valuation. Added some more shares today :) Link to comment Share on other sites More sharing options...
henrysalt Posted May 6, 2020 Share Posted May 6, 2020 Earnings set for next week 5/14. Surprisingly car sales in China have been going up? Link to comment Share on other sites More sharing options...
Pauly Posted May 7, 2020 Share Posted May 7, 2020 Earnings set for next week 5/14. Surprisingly car sales in China have been going up? Everyone wants to avoid crowds (trains, buses...) Link to comment Share on other sites More sharing options...
henrysalt Posted May 16, 2020 Share Posted May 16, 2020 Q1 Earnings look good. Why isn't this at least an $15-$17 stock? XPEL Reports Revenue Growth of 14.8% in First Quarter 2020 Gross margin improved to 36.3% compared to 0% in the same quarter of 2019 The Company posted strong revenue growth in most of its regions, with global revenue growth of 30% excluding China which was down 55% from the prior year due to impact of COVID-19. XPEL has seen a substantial rebound in China during the second quarter and expects significant year-over-year growth for the China region in the second quarter. Link to comment Share on other sites More sharing options...
valueinvestor Posted May 16, 2020 Share Posted May 16, 2020 Taking a stab in the dark but foreign currency increased dramatically. If their plan is to switch 30/70 - domestic/international, this would warrant a revision of their earnings power as a whole. I don’t think it will be a one time charge or mere fluctuation considering the economic backdrop and COVID-19. Even if COVID-19 is gone forever, there are still some damages that would take years to fix. Not that it matters though, if you’re a long term holder. I thought it was interesting that the stock went down 10% on earnings while went up 10% in the same day, while I sold like an idiot to buy more Sea Ltd, but I digress. Anyways, their China business demonstrated how bad it could be with COVID-19 with a 55% drop in revenues. I think one should translate that for the next quarter with the North American Business, but they have enough liquidity to push through, especially if they cut down on some expenses. However don’t take it from me - I only invested because I wanted to take advantage of earning release - I don’t know the business with granularity. Which I think is an advantage to see what the market thinks, as I’m the least insider. So in my head, I’m thinking if one assumes an 18% revenue growth, 40% gross margins, which may translate to 10-15% net margin, then it’s only going to earn 0.80-0.85 per share @ best. Without any assumption of decline in any of their businesses. If I remember correctly lockdown started in the west started March 16? But people didn’t take it seriously until much later. Link to comment Share on other sites More sharing options...
henrysalt Posted August 3, 2020 Share Posted August 3, 2020 Up almost 14% today with earnings coming next week. Hopefully the uptick is related to good news from AutoNation, CarMax, etc. showing used and new cars sales coming back up. Still definitely not near levels pre-pandemic, but up off of the bottom. Hopefully this will be the push to move into $22-$26 range. Link to comment Share on other sites More sharing options...
gary17 Posted August 4, 2020 Share Posted August 4, 2020 Up almost 14% today with earnings coming next week. Hopefully the uptick is related to good news from AutoNation, CarMax, etc. showing used and new cars sales coming back up. Still definitely not near levels pre-pandemic, but up off of the bottom. Hopefully this will be the push to move into $22-$26 range. may i ask how you came up with the $ 22 - $ 26 valuation. there's just so much unknowns with the pandemic everywhere... Link to comment Share on other sites More sharing options...
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