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AMCOL International Corporation Message Board

steve_382n 209 posts  |  Last Activity: Jul 8, 2016 10:35 PM Member since: May 18, 2010
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  • steve_382n steve_382n Jul 8, 2016 10:35 PM Flag

    They were expiring options, so he had to do something. At least he didn't exercise and sell, so that could be a good sign.

  • Reply to

    Insider buys

    by steve_382n Jul 1, 2016 1:40 PM
    steve_382n steve_382n Jul 5, 2016 1:35 PM Flag

    A Form 4 by McDermott (BOD) shows a market buy for 2,000 at $6.1 also. Small, but better than nothing.

  • Reply to

    Q4 Report July 14?

    by steve_382n Jul 1, 2016 1:33 PM
    steve_382n steve_382n Jul 5, 2016 12:49 PM Flag

    I see that several companies have issued PRs, but not by AEHR yet. They are listed in one of the other companies PR though.

    The 20 management teams collectively hosting the 2016 CEO Summit include: Axcelis (ACLS), Aehr Test (AEHR), Brooks (BRKS), Camtek (CAMT), Cabot Micro (CCMP), Cohu (COHU), Electro Scientific (ESIO), Exar (EXAR), FormFactor (FORM), inTEST (INTT), Intevac (IVAC), MKS Instruments (MKSI), Nanometrics (NANO), Rudolph (RTEC), Soitec (SOIT), Tessera (TSRA), Tower (TSEM), Ultra Clean (UCTT), Ultratech (UTEK) and Xcerra (XCRA). Sponsors of the event include Cowen & Co and Stifel.

  • steve_382n by steve_382n Jul 1, 2016 1:40 PM Flag

    FWIW, there were a couple of insider buys this week, including Reece for 10,000 shares. There was also a Seeking Alpha article on DAKT today that I posted on the Investor Village DAKT message board.

  • steve_382n by steve_382n Jul 1, 2016 1:33 PM Flag

    Just a guess base on recent years releases. The CC will be interesting for sure. Two weeks to go. Where are all the crazy posters that appear around the release time?

  • Reply to

    $40 Million stock buyback

    by steve_382n Jun 17, 2016 3:36 PM
    steve_382n steve_382n Jun 29, 2016 11:03 PM Flag

    At least it shows they are starting to think something needs to be done. Many times though, their timing can be worse than mine. FWIW, I added a few more today at $6.10. Won't be the first time if I am wrong.

  • Reply to

    b

    by steve_382n Jun 27, 2016 8:26 PM
    steve_382n steve_382n Jun 27, 2016 8:32 PM Flag

    And finally, I just noticed that the comments (from Barron's) were by Thomas Diffley who used to follow AEHR.

    Shares of chip equipment giant Applied Materials (AMAT) today closed down 94 cents, or 4%, at $22.29, despite a bullish note from D. A. Davidson’s Thomas Diffley, who raised his rating on the shares to Buy from Neutral, writing that “several waves of growth” are ahead for the company that are more important than the hand-wringing over Brexit.

    Diffley raises his estimates for Applied for next year, to $11.25 billion in revenue and $1.85 per share in net income, from a prior $11 billion and $1.70, and he raised his price target to $28 from $24.

  • Reply to

    b

    by steve_382n Jun 27, 2016 8:26 PM
    steve_382n steve_382n Jun 27, 2016 8:28 PM Flag

    Now, if AEHR can just get some of that market.

  • Reply to

    b

    by steve_382n Jun 27, 2016 8:26 PM
    steve_382n steve_382n Jun 27, 2016 8:27 PM Flag

    Well my topic was supposed to be Brexit and NAND, but that didn't work out.

  • steve_382n by steve_382n Jun 27, 2016 8:26 PM Flag

    Brexit could ripple through the financial markets over the next few quarters and ultimately impact some end market demand for semiconductors, but we believe AMAT’s business will remain robust as a majority of its key drivers are technology transitions and not simply capacity additions. The move from planar to 3D NAND is expected to be the largest driver and AMAT has a strong portfolio of the key etch and deposition products that dominate this tool intensive transition that will likely last for several years. The organic light emitting diode (OLED) displays requires three times the number of AMAT tools than the older displays did and the company is developing new tools to further enhance its display SAM. The move to 10nm and 7nm technology requires the use of new materials and structures that also increases overall capital intensity.

  • Reply to

    HURC

    by pikuspapa Jun 21, 2016 1:08 PM
    steve_382n steve_382n Jun 21, 2016 10:17 PM Flag

    It sure is under followed and I think also undervalued. $220M in revenues and $190M market cap with $50M in cash. Not sure what it will take to get someone's attention.

  • Reply to

    SEMICON WEST

    by assumption88888 Jun 20, 2016 10:04 PM
    steve_382n steve_382n Jun 21, 2016 5:31 PM Flag

    They must have read your post. It's listed on the AEHR website now:

    SEMICON West
    July 12-16, 2016
    Moscone Center
    San Francisco, CA

  • Reply to

    Dividend declared

    by steve_382n Jun 17, 2016 3:39 PM
    steve_382n steve_382n Jun 17, 2016 4:12 PM Flag

    I am wrong plenty of times also, but I do get tired of it. :

  • steve_382n by steve_382n Jun 17, 2016 3:39 PM Flag

    Only thing is, it sounds like the regular dividend is now $0.06 per Q, but could have been worse. Good news on both stories today. Now if they can just start turning a profit.....

    Brookings, S.D. - June 17, 2016 - Daktronics, Inc. (NASDAQ - DAKT) announced today that its Board of Directors on June 16, 2016 approved a regular quarterly cash dividend of $0.06 per share and a special dividend of $0.04 per share.

    "We are pleased to simultaneously return value to shareholders through regular quarterly dividends, special dividends, share repurchases and continued investment into business growth opportunities." said Reece Kurtenbach, Chairman, President and Chief Executive Officer. "This quarter, we changed to a regular and special dividend structure to allow for flexibility in cash allocations between our dividend program, the just-announced stock repurchase program, design and development investments, and other business opportunities."

    The quarterly dividend and special cash dividends will be payable on July 8, 2016, to shareholders of record as of the close of business on June 27, 2016.

    Although the Company intends to pay regular quarterly dividends for the foreseeable future, subsequent dividends will continue to be reviewed quarterly and declared by the Board at its discretion.

  • Hmmm. Maybe someone got their attention at the board meeting.

    BROOKINGS, S.D. - June 17, 2016 - Daktronics, Inc. (NASDAQ - DAKT) announced today that its Board of Directors authorized a stock buyback program under which it may repurchase up to $40 million of its outstanding common stock.

    “The stock repurchase authorization allows us to be opportunistic in acquiring stock to use for future investments. We have a strong balance sheet and generate free cash flow to support our share repurchase plans.” said Reece A. Kurtenbach, Chairman, President and Chief Executive Officer. "We are pleased to add the share buyback program to continue to return value to shareholders in conjunction with the regular quarterly dividends and continued investments into business opportunities."

    Shares may be repurchased from time to time in open market purchases, private transactions or other transactions. The timing, volume and nature of share repurchases will be at the sole discretion of management and will be dependent on market conditions, applicable securities laws and other factors, and may be suspended or discontinued at any time. Under the stock repurchase program, Daktronics may repurchase shares in open-market purchases in accordance with all applicable securities laws and regulations, including Rule 10b-18 of the Securities Exchange Act of 1934, as amended. No assurance can be given that any particular amount of common stock will be repurchased.

  • steve_382n by steve_382n Jun 16, 2016 4:22 PM Flag

    OK, Q2 wasn't great, but not that bad. I have to think the recent price drop is related to fears that Britain is leaving the Eurozone. Who knows what the long term impact on Hurco's European business will be, but the market doesn't like not knowing.

  • Reply to

    Tim Melvin

    by richarddurbano Jun 16, 2016 12:43 PM
    steve_382n steve_382n Jun 16, 2016 3:26 PM Flag

    FWIW I posted it on the IV board also.

    When I ran my undiscovered growth-stock screen, I was happy to see that Daktronics (DAKT) still makes the grade. The company makes electronic display systems, like electronic billboards and huge displays for professional athletic stadiums. It can be a lumpy business, as the huge scoreboards and stadium displays are wildly profitable but they are not replaced very often. Wall Street hates lumpy: It sold the earnings decline late last year and have continued to sell the shares into 2016.

    Looking forward, this is a fantastic business. Digital signage for transportations systems, billboards and the sports market is going to be a growth market, and Daktronics is well positioned within the market. Growth rates should exceed the relatively low rates currently priced into the stock, and it has the potential to be a huge winner for patient investors. I own the stock and currently have a loss ,but I will be buying more and expect to sell this stock in four or five years for many times my cost basis.

  • Reply to

    Volume

    by steve_382n Jun 14, 2016 5:58 PM
    steve_382n steve_382n Jun 15, 2016 3:49 PM Flag

    hardly anyone has real conviction in their belief

    key statement. Anyone who believed there was a decent chance of this working out would buy all the shares they could get for under $2.00. AEHR provided a small sign of hope with the last PR, it's still no sure thing. That order by itself is not enough to keep them in business or preserve their Nasdaq listing requirements. $1.5M per Q won't get the job done and as far as we know, that's all there is. It will be interesting to see it play out.

  • steve_382n by steve_382n Jun 14, 2016 5:58 PM Flag

    Well, we have gone from 2.7 million shares in one day back to our usual 20,000 shares. The waiting game starts again.

  • Reply to

    My DAKT history and strategy;

    by skiplarson98 Jun 14, 2016 9:24 AM
    steve_382n steve_382n Jun 14, 2016 4:29 PM Flag

    And, for what it's worth, I have a pretty good sized position (for me) at an average cost of $7.12. So, I am already in the hole, but that's nothing new.

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