Wed, Aug 20, 2014, 11:29 AM EDT - U.S. Markets close in 4 hrs 31 mins

Recent

% | $
Quotes you view appear here for quick access.

Xerium Technologies Inc. Message Board

  • a_different_woman a_different_woman Mar 25, 2010 8:53 AM Flag

    Excellent call

    The presentation was short this time and tied closely with the presentation slides. This allowed plenty of time for analyst questions. Tons of useful info: I'll definitely be listening to the call again soon.

    My quick notes with no guarantee of accuracy. (Multitasking: leads to errors!)

    95% affirmed deal.
    one bank rejected - 2.5%, ~$13M.
    2% no response - doing follow on contacts now.
    - not yet identified due to recent trades on debt.

    Reverse split: details "being prepared".

    Smart roll: many order Xerium is not incumbent, so increasing market share.

    Clothing plants operating full time now.

    Warrants: 40 year life. Strike price being determined.

    Q4 regions: US coming back. Europe flat w/Q3. S. Amer strong: pulp export demand increase. Pulp price 2007 level and holding. Mills running wide open. Asia major rebound: China and Indonesia, rapid restart, more than US imports would suggest.

    Supplier condition: Light sees no impact from bankruptcy. Single supplier is having problems.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
 
XRM
14.41-0.13(-0.89%)11:13 AMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.