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AMCOL International Corporation Message Board

steve_382n 76 posts  |  Last Activity: Jul 8, 2016 10:35 PM Member since: May 18, 2010
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  • Reply to

    MGRC Presentation 1:45 Oppenheimer Today

    by steve_382n May 10, 2016 10:45 AM
    steve_382n steve_382n May 11, 2016 5:58 PM Flag

    Nice presentation. I assume the 60 page slide show is available at the company website. Might be worth listening to the CC also. Lasted about 25 minutes. I was kind of hoping we might get an analyst upgrade out of it, but haven't seen anything.

  • Number one in auto semi. Would be nice if AEHR were working with them.

    NXP Semiconductors

    This company is considered a top play for investors looking for a chip stock with Internet of Things exposure. The NXP Semiconductors N.V. (NASDAQ: NXPI) merger with Freescale Semiconductor was widely applauded on Wall Street, and many analysts believe the merger is transforming the company into a powerhouse. It made NXP the fourth largest semiconductor company in the industry. It is also important to note that the combined company would be the number one supplier in auto semiconductors, number one supplier in global microcontrollers and a dominant supplier in mobile payments.

    NXP is getting its chips into high-growth areas such as contactless mobile payments, the Internet of Things, mobile-phone charging, increased cellular data consumption and LED lighting. Trading at solid discount to some of its peers, many analysts are very positive on the faster earnings growth potential relative to the competition.

    The company reported outstanding first-quarter results and many see the company as having among the highest free cash flows per share in the sector for this year and 2017, a metric they is extremely critical in charting performance. With the extremely broad product line an applications, Merrill Lynch views the company as another consolidator.

    The Merrill Lynch price target is $110. The consensus target is $109.13. The stock closed Monday at $85.04.

  • Reply to

    Back to reality?

    by steve_382n May 5, 2016 9:40 AM
    steve_382n steve_382n May 10, 2016 1:05 PM Flag

    I seem to recall there is something in the QVT agreement about a change in control of the company also. Without going back and reading it, I would assume that it might include paying off the notes at least.

  • Usually these don't impact the share price very much, but it will be webcast live if anyone is interested. You can access it from the company's website. Sometimes I think these are just a chance for management to get a trip to NY.

  • steve_382n by steve_382n May 10, 2016 8:32 AM Flag

    Executive Vice President, COO Ulrich Trogele bought 15,000 shares on the open market at $13.25. Might be a good sign.

  • Reply to

    Patent protection question

    by steve_382n May 6, 2016 9:30 AM
    steve_382n steve_382n May 6, 2016 1:35 PM Flag

    I agree in theory, but how would AEHR know that Intel was using their testing technology. Would courts force Intel to show AEHR how they were testing parts if AEHR suspected that Intel was using their patented technology. I could see it if Intel was selling test equipment to Samsung or something. Sure would be nice to see a big order from Intel, but I am not holding my breath.

  • Just wondered whether patent protection prevents someone from using patented technology for their own use. Let's say that Intel needs to test 3D memory chips. And, being a large secretive company, they don't want to depend on AEHR as test supplier. They have the ability to build their own test equipment, but need to use certain techniques that have been patented by AEHR. If they aren't going to resell the test equipment to another company, is there any reason they couldn't use what would normally be patented technology without paying AEHR? Just a thought.

  • Reply to

    Back to reality?

    by steve_382n May 5, 2016 9:40 AM
    steve_382n steve_382n May 6, 2016 9:14 AM Flag

    Thanks hmiller560. I posted the summary and link to the pdf file at the Investor Village message board for AEHR Test in case others have trouble finding it.

  • steve_382n by steve_382n May 5, 2016 9:40 AM Flag

    Last trade $1.33. Let's see if the buyer comes back in later today, or if it was a one hit wonder.

  • Reply to

    makes no sense

    by johnrobert1964 May 4, 2016 9:59 AM
    steve_382n steve_382n May 4, 2016 5:05 PM Flag

    They will surely expire worthless now, so good call (pun intended).

  • Reply to

    makes no sense

    by johnrobert1964 May 4, 2016 9:59 AM
    steve_382n steve_382n May 4, 2016 5:03 PM Flag

    Two words: Zika Virus: or not in this case. There were a bunch of fast money players interested in AVD based on the possibility of Dibrom sales to control mosquitos. Eric pretty much put that to rest in the CC yesterday. He said they might get an additional $500k to $2.5M in sales over the year. Not enough to move the needle. I have heard people thinking there would be multiple applications of Dibrom over the whole SE US. Not going to happen. So, these guys are getting out. Overall, I thought it was a pretty good report and should be a much better year. Good luck.

  • Almost 40,000 shares at $1.68 on the close.

  • Seemed like the results were at least as good as I expected. Modular good, TRS fair, Adler not so much. Dennis seemed to try to emphasize moving more money to the bottom line instead of capital expenditures. Should improve results later this year and next year. I still think Adler could improve later this year if oil holds $40 or improves.

    LIVERMORE, Calif., May 04, 2016 (GLOBE NEWSWIRE) -- McGrath RentCorp (MGRC), a diversified business to business rental company, today announced that it will participate in the Oppenheimer 11th Annual Industrial Growth Conference at the Westin New York Grand Central in New York, NY on Tuesday, May 10, 2016. McGrath’s President and CEO, Dennis Kakures, and Senior Vice President and CFO, Keith Pratt, will present at 1:45 p.m. ET.

  • Huh? Still talking about negative currency impacts. Are we going to have those when the dollar goes down as well as up? Something smells about that. Still, seems like they are managing expenses OK. They just need to have their end markets start to improve. The oil business may improve slowly over the next year if prices stabilize in the $40 to $50 range.

  • Reply to

    Waiting....

    by tradenuggets May 2, 2016 1:38 PM
    steve_382n steve_382n May 2, 2016 7:37 PM Flag

    You know what, I wouldn't care about dilution. If they could sell 10,000,000 shares at $1.50 per share, that would assure me that there were orders and customers ready to go. The $15M would give them plenty of cash to get equipment shipped. Sure, it's not what I had hoped for a year ago, but I am more concerned about running out of cash before reaching the many times promised, Promised Land.

  • Reply to

    "Super Pressure Balloon" NASA Article

    by capcap99 Apr 29, 2016 12:36 PM
    steve_382n steve_382n Apr 29, 2016 5:35 PM Flag

    Thanks Cap,
    I was able to find it searching for "Super Pressure......" on google. I also posted it on the Investor Village message board for RAVN. Much easier to post articles and links there. A 2.5 ton payload to 115,000 feet is pretty impressive.

ACO
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