Author Topic: DAP-U.V - Xpel Technologies  (Read 56087 times)

gary17

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Re: DAP-U.V - Xpel Technologies
« Reply #170 on: September 07, 2018, 02:38:18 PM »
I'm not commenting on the current valuation, which could be due to buyout speculation, but I wouldn't call automotive paint protection film a "fad."  And, yes, the stock price could certainly go down from $7.

Highly discretionary consumer fad in more or less competitive cyclical industry, at P/Е of 37? What may possibly go wrong?

Why do you think there is buyout speculation?

Who would buy this out?

3M.


A Dhandho Investor

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Re: DAP-U.V - Xpel Technologies
« Reply #171 on: September 07, 2018, 02:55:47 PM »
Buying a stock because you think it will be bought out is foolish imo, especially in this case, where insiders own 40% of the stock and there is a relatively low float.

I believe the recent run-up is just broader investor awareness and the market catching up with the fundamentals.

gary17

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Re: DAP-U.V - Xpel Technologies
« Reply #172 on: September 07, 2018, 03:20:52 PM »
Agreed

Hielko

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Re: DAP-U.V - Xpel Technologies
« Reply #173 on: September 08, 2018, 07:13:23 AM »
FWIW they also do window tinting for cars and commercial/residential properties. I don't believe they have broken out how much those businesses contribute to their overall results thus far.
Yes, they have. Check the MD&A of the 2nd quarter for the latest revenue breakdown. Last three months:

Paint protection film: 79.8%
Window film: 8.3%
Film installation: 5.5%
Software: 3.7%
Other products: 2.8%