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AMCOL International Corporation Message Board

algo41 54 posts  |  Last Activity: Dec 19, 2014 9:24 PM Member since: Jun 12, 2000
  • Reply to

    Have we missed something?

    by steve_382n Oct 13, 2014 3:10 PM
    algo41 algo41 Oct 13, 2014 6:26 PM Flag

    I couldn't find anything. Stock has run up since last earnings report, and semi-conductors getting hit, so I am hoping there is no real reason other than profit taking. My rationale would have applied Friday, so not very convincing.

  • Reply to

    Earnings not so good

    by sfiaes Oct 13, 2014 10:57 AM
    algo41 algo41 Oct 13, 2014 11:53 AM Flag

    I couldn't find anything positive in 10-k details, although I guess gas prices are falling, and they are investing in China office and expansion of purification capability - hopefully they still need it. Fresh and Light seems to be doing well, but I don't see anything about price increases.

    Some excerpts from 10-k
    Our agricultural chemical carrier products have experienced competition from new engineered granular technologies in the agricultural and horticultural markets.

    As of July 31, 2014, 2013 and 2012, our backlog of orders were valued at approximately $7,401,000, $8,503,000 and $4,741,000, respectively.

    Advertising expenses were approximately $8,886,000, $7,975,000, and $10,846,000 for the years ended July 31, 2014, 2013 and 2012, (my note: trade promotions like coupons subtracted from sales, not in advertising)

    Research and development costs of approximately $2,587,000, $2,620,000 and $2,006,000 were charged to expense as incurred for the fiscal years ended July 31, 2014, 2013 and 2012, respectively.

    Stripping costs included in cost of sales were approximately $4,179,000, $2,187,000, and $2,031,000 for the fiscal years ended July 31, 2014, 2013 and 2012, respectively. The increase in stripping costs in fiscal 2014 reflect increased tons mined and extraction of clay reserves that required more overburden removal.

  • Reply to

    some recent news

    by algo41 Oct 6, 2014 10:00 AM
    algo41 algo41 Oct 9, 2014 10:44 PM Flag

    ODC investor page has cc on Oct 14 so I infer earning will be released oct 13. Does ODC have Columbus Day off?.

    I wonder what the hold up on the release is? Could reflect some potential big news, but I suspect it is something very mundane.

  • algo41 algo41 Oct 9, 2014 9:05 PM Flag

    Buyback was an accelerated purchase, which means # shares bought will be adjusted to reflect price of stock between purchase date and end of year. See 10-Q

  • The ports of Seattle and Tacoma, Washington, said they will unify management of marine cargo terminals amid heightened competition from Canadian gateways.

    The alliance will oversee investments, operations, planning and marketing at cargo terminals, the ports said in a joint statement today.

    “We’ll be able to plan our investments in port infrastructure strategically,” Stephanie Bowman, co-president of the Port of Seattle Commission, said at a news conference in Renton, Washington. This will help the ports “meet demand without overbuilding.”

    The ports of Seattle and Tacoma began talks this year on finding ways to work together to attract more shipping to Washington’s Puget Sound. The effort follows volume gains in Vancouver and Prince Rupert, British Columbia, at the expense of some U.S. ports.

  • Reply to

    Bendix purchase of Care Fusion: implications?

    by algo41 Oct 6, 2014 4:26 PM
    algo41 algo41 Oct 7, 2014 3:44 PM Flag

    I guess I was thinking that some of Becton's product lines competed with some of Atrions, and perhaps they would gain a small competitive advantage by being able to satisfy more of a hospital's needs related to intravenous therapy. On the other hand, I assume Carefusion might have a competitor which wanted to broaden its product offering. However, I can't see Atrion being up for sale.

  • Reply to

    Bendix purchase of Care Fusion: implications?

    by algo41 Oct 6, 2014 4:26 PM
    algo41 algo41 Oct 6, 2014 8:38 PM Flag

    should read Becton Dickinson not Bendix, and CareFusion.

  • Good, bad or indifferent? Given that ATRI is not likely to be sold, I would think it was a mild negative.

  • New web site for Cat's Pride. O'Reilly Auto has a video promoting ODC "garage guard", kind of a rug to protect floors, can be easilty cut to be used in car, under plants as well as in garage.

  • Reply to

    gabelli sale

    by algo41 Aug 18, 2014 11:36 AM
    algo41 algo41 Oct 2, 2014 5:13 PM Flag

    Well, it would be hard to sell large volumes of shares at once. I have to assume SLI is not one of his favored holdings, unless he is having to respond to fund outflows.

  • algo41 algo41 Sep 27, 2014 9:27 AM Flag

    No. At best they might get the sale price up by $1, but that is unlikely. At worst, lawyers make a lot of money, shareholders get 0 or a token. You might think price would be adjusted downward to cover litigation expenses, but I've never heard of that happening.

  • Reply to

    new canadian wheat production to be down due to rains

    by algo41 Jul 23, 2014 10:23 PM
    algo41 algo41 Sep 23, 2014 1:18 PM Flag

    “The issue right now is whether CN will be fined, and by how much if it is, for having had a situation where the grain supply chain did not allow us to move the minimum level set by the government,” Mongeau said today after a speech at the Canadian Rail Summit in Montreal.

    Canadian National hasn’t been advised of the size of the fine, Mongeau said. Regimbal said the penalty is “up to the minister’s discretion.”

    Canadian Pacific Railway Ltd. “has met the volume requirements,” Regimbal said. Calgary-based Canadian Pacific is the country’s second-biggest railroad after Canadian National.

    Total crop production in Canada is forecast to drop by 21 percent from a year earlier due to a decline in average yields, Agriculture & Agri-Food Canada said in a Sept. 18 report. Wet, cool weather across parts of the prairies has delayed harvest and only 23 percent of the crop has been combined in Saskatchewan, Canada’s largest producer of wheat and canola, down from the five-year average of 43 percent, according to a provincial report.

    “We cannot move the grain that is not delivered,” Mongeau said. “We are moving much more grain than last year. The supply chain is in balance.”

  • Reply to

    CNI is now a Triple Bagger for Me

    by banmate7 Sep 18, 2014 10:32 AM
    algo41 algo41 Sep 22, 2014 7:17 PM Flag

    cni is my largest position,having bought in 2000 and 2004. Somehow, I don't think that makes me a genius.

  • Reply to

    Merck Price Too Low - GE & DuPont

    by theinternetiii Sep 22, 2014 10:20 AM
    algo41 algo41 Sep 22, 2014 10:41 AM Flag

    If SIAL is a virtual monopoly, where does their pricing power show up? I do think it is a great company. The premium in the offer seems substantial, especially as strategic fit doesn't seem that compelling.

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