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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.

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