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LMI Aerospace Inc. Message Board

  • cpa38 cpa38 Aug 9, 2013 5:43 PM Flag

    Ok, I'm in ...

    Read the call transcript. Ron's still drinking, and blowing smoke. But, I think they'll get more than their fair share of new business with the industry wide ramp in production upcoming. I was a buyer today, and will be adding. So, I'm back again ... And looking forward to poking fun at the sorry drunkard of a CEO at LMIA.

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    • Welcome back. I've made a lot of money trading LMIA the last several years. The industry dynamics are very strong, so LMIA can't help but string together a couple decent quarters every now and then (at which point you sell), and then inevitably management will screw up and the stock gets monkey-hammered (and you buy). Wash, rinse and repeat...

      The only difference this time is the company has a good amount of debt due to the Valent acquisition. Hope they don't screw the pooch so badly that that becomes a crippling issue.

13.33+0.11(+0.83%)Sep 18 4:00 PMEDT

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