Q: I am doing some research on PTG and I am somewhat amazed to see that the companies market cap is about $100 million, but revenues clock in at over $1.3 billion. It would seem to me that they have a large degree of leverage to any cost savings they can wring out of their operations. Even a 1% reduction would equate to a significant % of their market cap. I was also thinking that this could make it attractive as a takeover candidate. I note, as well, that in a recent response you indicate that the fairly attractive dividend appears safe. I am looking at building an investment "thesis" if you will, and was wondering if you could add any comments as it does sound as though you have had access to management recently.
Kind Regards.
Kind Regards.
