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Maksim

Exciement For Gun Rights, Anxiety For Gun Investors - Contributions from our very own vendors

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In an ongoing series on guns.....  can't quote much as per agreement with SA...

https://seekingalpha.com/article/4079389-excitement-gun-rights-anxiety-gun-investors

Am REALLY excited it was made Editor's Pick.

Thank you @PK90 @remixer @tj462nj

@nuclearheli @JT Custom Guns

(could not tag everyone in one post.)

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2 hours ago, tattooo said:

Where do I see the article ?

 

Sent from my SM-G925P using Tapatalk

 

 

 

 

Click on the link. =)

Thanks for reading guys and was glad to be able to quote and include a few of our vendors.

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I disagree with some of the evidence being the evidence. 

The ruger american pistol is selling at the price ruger sold their previous models that were investment cast frames. It's cheaper to produce and is residing in the market niche they already had which was definitely not dominating the segment. They likely increased their margin on the position they already had. 

In general I think ammo and accessory sales might increase in volume, but I'm doubtful margins will remain and revenue will go up. 

 

 

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1 hour ago, raz-0 said:

I disagree with some of the evidence being the evidence. 

The ruger american pistol is selling at the price ruger sold their previous models that were investment cast frames. It's cheaper to produce and is residing in the market niche they already had which was definitely not dominating the segment. They likely increased their margin on the position they already had. 

In general I think ammo and accessory sales might increase in volume, but I'm doubtful margins will remain and revenue will go up. 

 

 

Matt, thanks for reading obviously and your comment.

You are quite right, their cost is likely lower and it is selling now at the price point of others.... but a $579 MSRP pistol selling for $275 so quickly...  issues.

On the ammo and accessory sales side... Vista Outdoor, owner of Federal, Speer and CCI ammo already came out with guidance that was far far far lower than expected and was already pummeled.

Out of the publicly traded ones, Ruger is in the best position because they have a very clean balance sheet.

Vista and Smith Wesson.... drop in sales is just one issue... they are levered to the hilt and coming home to roost.  .... and honestly, seeing the CEO of Smith Wesson drunk out of his mind at Shot Show gambling... did not inspire confidence. lol. 

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20 minutes ago, nglitz said:

Percentage-wise, the best investment I've ever made was Ruger stock.   Just wish I'd put a lot more into it in the first place. 

Coulda, woulda, shoulda.  Happens.  Don't go down that rabbit hole. You didn't lose money, right?  That is a win.

Ruger really has the best balance sheet out of all of them, and hence why my thesis for my unpublished article that worked out quite well... Buy Ruger, Short Vista & Smith.  Worked out quite well.

Over the next week or so will be digging back into the financials and reports on the three again to see if it still makes sense.

One analyst came out today and said Vista is a buy.... yeah, at his stupid high valuation/multiples... all while the CEO of Vista is telling you they are having issues.  Never mind the massive debt load they took on.

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2 hours ago, Maksim said:

One analyst came out today and said Vista is a buy.... yeah, at his stupid high valuation/multiples... all while the CEO of Vista is telling you they are having issues.  Never mind the massive debt load they took on.

I guess his bank is angling for some new business....

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