I think following are the important things that we have to get clarifications about...
1)Who are the Quartz stone suppliers from India to USA?
2)Whats the current raw material contract for Quartz , who else are the suppliers and how has the company planned to mitigate risk of raw material supply constraints?
3)Among different dealers in US that Quantra sells (Daltile, Bedrosians, IGM, and Oregon Tile) what is their share? Which dealer is the source of increased Quantra sales in last 1 year?
4)Current capacity for Quartz and current utilization?
5)Whats their vision for Quantra brand in next 5 years?
I think they have done a good job of understanding Quartz business, building capacity and developing markets, where will they take it from here is a big question.
I will prepare to write them..
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