Nov. 7 at 9:31 PM
$CVGI does about
$200M less in annual revenues than
$SRI but that only translates into SRI doing about
$5M more in EBIDTA. Yet, SRI is valued 3.5X more and nobody even asked questions on the earnings call….
if cvg doesnt revise guidance lower, stock is once in a lifetime buying opportunity. revenues may get revised lower to about
$600M, but once guidance finally shows their new ’trough’ in this down cycle, big boys will load up.
