The key is their ability to take a bag of plasma and extract a bunch of proteins.  They can sell as much as they can produce.  The market is concerned about their spending in R&D.  It appears to be a long way away from payday.

The trailing PE is 68 times.  Earnings are forecast to grow by 50% next year.  It has a reasonable yield.  50% payout.  If the price of oil stays up it should do okay but there is great debate.

He believes they are up to some interesting things.  They make hard to make crystals for core scanners.  There is a backlog of demand from clients.  He thinks there is a good opportunity but the company does not disclose their backlog.

MRU-T vs. L-T.  He has owned both in the last three years.  Earnings were down 3% for MRU-T even though sales were up.  L-T is facing the same problems.  There are overall challenges in the whole group.

MRU-T vs. L-T.  He has owned both in the last three years.  Earnings were down 3% for MRU-T even though sales were up.  L-T is facing the same problems.  There are overall challenges in the whole group.

It is within about 5% of setting a new low.  It appears to be the poorest ranked stock in his model.  They had problems in the Caribbean. 

ALA-T vs. ARX-T.  ALA-T is going through a reorganization.  It complicates his model.  The trailing PE is 19 times and it is cash flow positive.  The yield is very high at 10.2% with payout at 60%.  The ROE is okay at 6%.  He would wait until the financing of the spin out is complete and the market should be more comfortable.  He does not follow ARX-T.