I hate to speculate, but I seriously believe something is brewing in TIE land. Think whatever you want, but I think there is some big news coming. Look at the volume the past two weeks, someone is doing some relentless buying after relentless buying. This is not retail investor pushing TIE, Shorts better cover, I'm warning you or you will lose your pants.
"I hate to speculate, but I seriously believe something is brewing in TIE land. Think whatever you want, but I think there is some big news coming. Look at the volume the past two weeks, someone is doing some relentless buying after relentless buying. This is not retail investor pushing TIE, Shorts better cover, I'm warning you or you will lose your pants. "
aaplipod, I totally agree with you. HS is up to something, that's why he's buying and others too. He's unconventional, and has the intellect uncanny ability to find growth potential. This what drives him, what he lives and breathes.
I have to admit that super's and ormetboy's departure had me rethinking for a moment if I should take some of the table, since thanks to its stellar performance TIE has grown from a sixth to more than half of my Ameritrade pie. But for now, I think I'll keep holding on for the upward ride, because I truely believe we're not done and Harold is leading us to some place good. Still long and still holding.
Thank your for your answer I have 100 on the side and want to spend....just too much fun..your the voice of reason...Love you
As soon as the Fed hits the .25 hike ...Oil will climb also waiting for VLO...next week..
ATI has done well also today...in both and in VHI for a couple of months.
Just too fun
I am not buying at these levels. I'm waiting until after the smoke clears post split before deciding what to do. I'm 25% cash and holding at that level for now.
If you can't resist the urge to buy now, then do so by very slowly pyramiding in. Set your mental stop losses and stick with them if it turns.
Also let's not forget Berserker and the Fed are coming up this afternoon.
What news could be this good? I agree with incog that that TIE is too expensive now to buy out. I seriously doubt that forward guidance has been leaked. Do you think this is all from the 2015 LTA that RTI got? That just means all these stocks might not be cyclical for a long time to come. But TIE's PE is now pricy for a growth stock unless it can continue to grow 40% for the next 5 years in a row. That's a lot of expansions and they haven't announced that many have they? Do you think the price of titanium will stay this high or get even higher for the next 5 years? So what could be this good? I really like to know.
I'm wondering if someone knows something about the expiration of major LTAs. That's the only thing I can think of that would cause this. Maybe some employee in the contracts area leaked it to a friend? Is there insider info. being passed around?
The whole sector's palyers are feeding each other. CRS/ATI/RTI/TIE. The RTI news yesterday sent the stock way up, with fabulous follow-through today, and they'e all rising together. The three (possibly excluding CRS) have been joined at the hip the last two months, or so:
Going up 20% in just the past week is quite extraordinary. Mostly on just RTI's Airbus contract of yesterday, as best I can tell. And it's not like the sector was undiscovered before yesterday's RTI/Airbus announcement. Pretty fabulous.
Sincere congratulations to the "longs" who've had the fortitude to hang in there.
Anyone familiar with RTI would guess that they got very high prices with adjustment language in the Airbus LTA as well as volume protection of some sort.
Regardless of Airbus, demand still far outweighs supply and neither tie or ati will commit their expanded capacity until they see what pricing they can get. So, it's almost an auction-like setting.
I would think that some significant price increases are being discussed for 2007.
It may be leaking out through the forgers and end users. They have to report to their stockholders.
Rayban, the LTAs being done NOW are at lower prices than the prices these companies get in the spot market.
And that's how it should be ... these companies know the market is cyclical.
Plus, whoever gets most LTAs now, will fare better when the cycle turns south.
hi, takeover speculators
I don't see anything here that suggests a TIE takeover play, unless the whole darned sector's about to be taken over by Boeing or Airbus:
The whole specialty metals sector is red-hot. Woe be to anyone who shorts it, or buys puts, in the nearterm.
Do you still have a small position in TIE or are you just done with this stock, period?
I would have a 10-20% position, because I don't think the runup is over yet. I am willing to bet we will be higher than $45 (post-split) same time next year, bt I doubt that we will see more than one split next year
Just my hunch is the exposure lately thats responsible for the price increase. You got the lead story in Futures magazine this month about how the metals are the place to be for the next 10 years. You had Cramer saying higher valuations are justified in the cylicals now. Then the news that hit RTI this week, all contributed to a lot more people seeing where the hot market is right now. Just hope everyone doesnt bail out at once. Myself, if it didnt gain another cent this year, I would be happy. Paying 35% taxes compared to 15% on gains makes it tough to sell.