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AMCOL International Corporation Message Board

acowoman 3 posts  |  Last Activity: Jan 22, 2016 2:57 PM Member since: Jan 25, 2000
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  • Reply to

    Fundamentals, fundamentals, fundamentals

    by sbh3117 Jan 20, 2016 3:18 PM
    acowoman acowoman Jan 22, 2016 2:57 PM Flag

    Thanks for posting, nice to see we have a good relationship. When this deal was made 2 1/2 years ago I do not think any of us realized how long it was going to take to move this forward. I anticipate we will get another $7 mil this year for 15022 progress. Assuming the next milestone on 15001t is move to clinic, I have no idea if that is the case but that is what makes sense. I do not expect that to happen until 2017 but that is just my guess. SO though our progress with Bayer is outstanding and we should all be happy and the company should be commended, I doubt it will move the needle much on share price.
    Only a major deal and preferably two will get us out of these doldrums in 2016.
    Catalysts in 2017 and 2018 are intriguing but.......enough lets get 2016 going.

  • acowoman acowoman Jan 9, 2016 10:24 AM Flag

    I own the preferred but am somewhat concerned that in 2015 the company announced the preferred distribution on Jan 2, April 2, July 2 and Oct 2. The announcement should have been made already. I would be shocked if the payment not made this quarter but with the market as it is it would be nice if the announcement were made already.
    Also does Too have to call in the preferred in 2018 or is that just the date it can call it in. Pretty big difference. Meanwhile if they can just right themselves debt and preferred look pretty good. But no slam dunk. As Motely fool points out the whole TK empire looks pretty good but so far their handling of distributions and debt have been pretty poor to say the least.

  • Reply to

    Why EVGN keeps on sinking?

    by oferc99 Nov 15, 2015 2:42 PM
    acowoman acowoman Dec 8, 2015 12:53 PM Flag

    Another stellar partner in BASF, we are not given any information about the revenue generation, there must be some.
    But still subtract the cash and you have its pipeline, partnerships and technology valued at only about $65 million seems like if you can wait it out a couple of years the risk reward is there.