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AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
The Company's Internal Plan for Margin Expansion
The awards were granted July 20th, I could be slightly one or two days off on the timing here, but my overall conjecture is right where they awarded that. And then they announced really nice earnings and the stock went from 76 to 80. Obviously 76 to 80 is not 120 140. But you know, that's, that's the type of dark arts games that companies play. They probably do have a thought process for here's our internal plan. Here's the margin expansion. Here's how we get to what 210 would probably take $10 per share of earnings in two and a half years.
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