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U.S. Concrete, Inc. Message Board

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  • Reply to

    Something Big Is About to Happen

    by daninfw04 Sep 20, 2014 1:47 PM

    You've been right since the BK. Hope you're right again now.

  • Didn't show up on Yahoo but USCR on Friday morning filed a shelf registration for up to $250 million. That's on top of the $50 million revolver increase they just completed. What is USCR going to do with $300 million? Let's make that $400 million as they have about $100 million cash as well. And, they haven't used their revolver. It's at zero. So that's $250 million plus $175 million revolver plus $100 million cash. That's $525 million which is just over a HALF BILLION DOLLARS.........and if you didn't see it, their largest holder last week sold another 225,000 shares in open market at $26..........somebody bought a block of 100,000 at $26 and another block of 125,000 at $26. Watch and learn but something big is about to happen. USCR is about to announce a major acquisition which should be as big or bigger than size of current company. I wish they would issue 5-9 million shares of new stock at $27-28 which would create zero debt and de-lever USCR completely.DaninFW

    Sentiment: Strong Buy

  • Hodges Capital just filed a schedule 13 a few days ago where they went over 5% of USCR. When they filed a couple of weeks ago they had 658,660 shares but in last few weeks added almost 100,000 shares to 757,350 or 5.41% of total shares. Interesting. Also, I posted a CX article and based on same metrics of 9X EV/EBITDA, USCR should be $3.50-$4.00 more per share right now. I think in a buyout it would bring 10X which is another $4-5 per share. Gets us pretty close to my $36 projection next 6-12 months. However, if we see price increases of 20%+ in 2015 it's a totally new game. We could easily see $40-50 in that scenario. DaninFW

    Sentiment: Strong Buy

  • Reply to

    CX Forecast

    by daninfw04 Sep 1, 2014 9:05 AM

    I have to add that CX is an international company with interests worldwide. They will only be getting this pricing in the U.S. Just imagine if 100% of their revenues like USCR were in the U.S. DaninFW

    Sentiment: Strong Buy

  • Reply to

    CX Forecast

    by daninfw04 Sep 1, 2014 9:05 AM

    If pricing is up 25%+/- in 2015 which is just 4-5 months away, we could easily see 30-35% revenue gains per quarter in 2015. Can you imagine what USCR stock would do? Much less than the warrants. I will be buying more warrants on any weakness. DaninFW

    Sentiment: Strong Buy

  • Here is an article from CX news where CX is expecting pricing in the U.S. to be be up almost 30% in 2015:
    "After meeting with Cemex USA CEO, Credit Suisse concludes its forecast for U.S. operations may be a little conservative.

    Analysts Vanessa Quiroga, Maria Madrazo and Nicole Hirakawa write that Mexican cement producer Cemex (CX) must invest to revamp imports and comply with new environmental regulations, but also should see price volume and price increases that should compensate:

    ” … for the U.S. operation, CX sees rising demand for its products in the markets where it is present, which provides support to its value-before-volume strategy. We now see upside risk in our forecasts for CX U.S. operation, mainly from better pricing. Our current assumption is 1% sequential price increase in the second half of 2014 and 3% in 2015, compared to Cemex’s planned price increases of 4-8% for the second half of 2014 and 23-27% for 2015. … At the pace at which Cemex sees its volumes growing in the next 18-24 months, it will likely have to accelerate imports to meet its customers’ needs. Looking at historical cement-industry data, there are two recent periods (’93-’99 and ’03-’06) where current levels of domestic production at ~80mn tons have clearly been the starting point of an increase in imports, followed by a ~US$20/ton jump in cement prices. The Great Recession caused imports to plummet by 81%. To be able to increase imports from these levels we believe cement players will need to invest in revamping import infrastructure, purchasing equipment and enhancing distribution

    We measured the potential upside in our ’15 Ebitda numbers under different pricing scenarios. Assuming that by end-2015 cement prices are 20% higher vs. June ’14 levels, and using a conservative Ebitda mg of 19% for FY15, we estimate 28% higher Ebitda for Cemex USA compared to our current forecast. Our current model sees CX trading at 9.0x EV/Ebitda ’15.”

    Sentiment: Strong Buy

  • They blocked it since I posted here asking that you email me. Incredible.

  • Reply to

    Dan of interest to you

    by wow1smallworld Aug 7, 2014 3:39 PM

    I'm sure they will figure it out. I learned a long time ago that it's part of the job description for the PR person at every company to read these boards for a multitude of reasons. Trust me. They know. DaninFW

  • I hope you do not mind but I took the content of the message you posted about why EVC was down so much and sent it to every senior exec at EVC, including the CEO. I have all their emails.

    They have no idea who you are and if they did I am sure you could care less (I did not say that this was from
    DaninFW04). I just said the thoughts were those of a retired broadcasting industry exec., that I wanted to pass along.

    I hope it puts them all to shame.

  • Reply to

    Dan, thoughts on USCR report?

    by wow1smallworld Aug 7, 2014 3:03 PM

    Thanks for kind words. I have the same thoughts on USCR as stated before. The 14.6% revenue gain included almost 7% of price increases which is even better and drops faster to the bottom line. I live in DFW one of their top markets and rain during Q2 was very heavy which is extremely unusual. Haven't had time to listen to call or read transcript but I still think buyout at $36+..........holding all warrants. DaninFW

    Sentiment: Strong Buy

  • I sold out this morning because of the overall market so broke even on this stock. Wondering what you think of the report and whether it means much either way their numbers given you think this co gets bought out down the line.

    Do you see any decent opportunities setting up during this market correction?

    As for EVC, they missed like a number of others in the industry. Management care only about themselves.
    You have been right on most all you calls over the years and unlike others you tell people your buy and sell prices and reasons for buying and selling-such info has no doubt helped many.

  • Nobody follows USCR. There are no projections. Very closely held. That's why IMVHO it will get bought out in next 6-18 months for $36+........DaninFW

    Sentiment: Strong Buy

  • Reply to

    nice pop for uscr today

    by wow1smallworld Aug 4, 2014 3:51 PM

    The USCXW's were up 11.38% today. If USCR goes up $5 you make 19% return but you will make 100% on the USCXW's which will go from $5 to $10,,,,,,,,a double. My last 20,000 bought at $3.25 and $3.55

    Sentiment: Strong Buy

  • Reply to

    nice pop for uscr today

    by wow1smallworld Aug 4, 2014 3:51 PM

    I now see they took it down about 30 cents at the close. Would have been nice to close hod.

  • Not sure why the market popped today as everyone was talking correction, but nice to see regardless.
    Hopefully earnings here are solid and uscr continues upward.

  • Yahoo also quit posting any Seeking Alpha articles. The message boards do not show when replies are made. You have to pull up the posting and see if there are any replies. One thing we could all start doing is to not hit reply but answer with a new topic each time. DaninFW

    Sentiment: Strong Buy

  • One needs to click on your username to see your reply to my questions but the response does not show on the board. Strange stuff these yahoo boards-how inept are their programmers?
    Anyway, please post your thoughts on the evc board after you digest earnings from meg and lin.
    Thanks as always for your input.

  • Reply to

    Something May Be Up

    by daninfw04 Aug 4, 2014 9:50 AM

    Your question on MLM bodes well for USCR. They said aggregate pricing was up 5% and they talked about strength in the markets where TXI operates which is almost the same as USCR. DaninFW

USCR
23.95+1.26(+5.55%)Oct 21 4:00 PMEDT

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