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B/E Aerospace Inc. Message Board

bellbell63 202 posts  |  Last Activity: 16 hours ago Member since: Apr 25, 1999
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  • bellbell63 bellbell63 16 hours ago Flag

    I guess that is why they are in BK

  • Reply to

    Ramp It Up!

    by jackgotney 23 hours ago
    bellbell63 bellbell63 20 hours ago Flag

    Relax. Analogy is that you turned the key and the car started. Now big question is how fast (TPD) can the car go and what is the mpg (ore grade).

  • Reply to

    earnings date?

    by rekobalboa Feb 8, 2016 5:27 PM
    bellbell63 bellbell63 22 hours ago Flag

    Under .03 = poor report
    .030 to .035 = OK
    above .035 = good report

    One thing to watch is their promotional expenses,

  • Reply to

    earnings date?

    by rekobalboa Feb 8, 2016 5:27 PM
    bellbell63 bellbell63 Feb 8, 2016 6:46 PM Flag

    They seem to prefer Thursdays so maybe Feb 11th after 11 AM.
    My guesstimate is .032/share or .128 for the year or about 7% more than last year.

  • Reply to

    mining equipment

    by the_truth_4 Feb 1, 2016 9:09 AM
    bellbell63 bellbell63 Feb 4, 2016 8:12 AM Flag

    RBA auction Friday 5th has a D9N - need to push around a little dirt in your veggie garden? Or bury an annoying neighbors car? :-)

  • Reply to

    mining equipment

    by the_truth_4 Feb 1, 2016 9:09 AM
    bellbell63 bellbell63 Feb 4, 2016 8:09 AM Flag

    Saw an interesting article about millennials habits - in summary they would rather do things than buy things. For example go to a movie instead of waiting and buying the DVD.

  • Reply to

    Buy PALL etf & Buy SWC...both are cheap

    by ex.goldbug Jan 22, 2016 4:14 PM
    bellbell63 bellbell63 Feb 4, 2016 7:41 AM Flag

    Just a word of caution - a good deal of the PM rise the last two days has been USD extreme weakness - down 4% vs CAD in two days. If employment report this AM is good, will revive talk of more interest rate rises this year and dollar will resume upward march.

    Anyway enjoy $7 - good call. I think we will see $6.25 before $7.75.

  • Reply to

    armf price jump

    by raypell Jan 29, 2016 3:46 PM
    bellbell63 bellbell63 Feb 1, 2016 4:38 PM Flag

    If you like "utility like" stock try AWK. Behaves like a utility but can also grow through acquisition. Bring up AWK chart, overlay S&P and look at any time interval from 1 day to MAX.

  • Reply to

    armf price jump

    by raypell Jan 29, 2016 3:46 PM
    bellbell63 bellbell63 Feb 1, 2016 1:31 PM Flag

    Yes, sometimes just looking around provides great opportunity. I remember walking into a newly opened HD many many years ago and the handyman part of my brain said "Wow, this is great - no more running around to 4 diff stores for a project" Unfortunately the investment part of my brain was asleep.

  • Reply to

    armf price jump

    by raypell Jan 29, 2016 3:46 PM
    bellbell63 bellbell63 Feb 1, 2016 1:26 PM Flag

    Been in since 2009 starting at .44 Now have 132K. I wonder if the family will sell out - there is good chance cap gains rate will go up from the current 15%. This is a window of opportunity they may not see again. Meanwhile just collecting about $2500/qtr div.

  • Reply to

    mining equipment

    by the_truth_4 Feb 1, 2016 9:09 AM
    bellbell63 bellbell63 Feb 1, 2016 12:39 PM Flag

    Before retiring I worked in midtown NY. Fully half the vehicle were taxis. What they need a are some good people movers that travel faster than the airport ones. Ever read Heinlein's "The Roads Must Roll"?

  • Reply to

    mining equipment

    by the_truth_4 Feb 1, 2016 9:09 AM
    bellbell63 bellbell63 Feb 1, 2016 10:05 AM Flag

    Interesting company I follow is RBA. Largest auctioneer of heavy equipment. In good times they get high prices for used equipment as supplies are tight. In bad times they make their money in volume as companies sell off their unneeded equipment. Hss been hurt by low interest rates as it makes it cheaper fo companies to hold on to idle equipment. Their auctions are on-line and fun to watch. rbauction D C

  • Reply to

    HMGLF -- Shares outstanding versus Avg Daily Volume

    by vidurrai Jan 13, 2016 10:21 PM
    bellbell63 bellbell63 Jan 31, 2016 5:18 PM Flag

    " If this is such a hot industry and this is the primo Lithium mining stock"
    Maybe because it has never produced an ounce of Li yet? It is not the primo Li stock - many well established, well funded competitors including ABL located just north of the (slightly closer to TSLA) and tapping the saem Li brine resource. HMGLF future depends on success of new Li extraction process (now in lab testing) , what their cost to produce will be and how much money (and financings) it will take to build production size facility.

  • Reply to

    The Split

    by pals2323 Jan 30, 2016 9:30 AM
    bellbell63 bellbell63 Jan 31, 2016 5:08 PM Flag

    Doesn't really matter. What is important is how the market values each one. At the open, your total VALUE will be the same then market will decide. You then will have the choice to sell both or either.

  • Reply to

    Basic Information

    by gettenby Jan 30, 2016 4:56 PM
    bellbell63 bellbell63 Jan 31, 2016 4:00 PM Flag

    And also 1-2 passenger mini-smart movers that can link up , travel on highways and peel off as required. They may have their own AV/EV lane. A fifteen foot car to carry 1 or 2 people is crazy.

  • Reply to

    Basic Information

    by gettenby Jan 30, 2016 4:56 PM
    bellbell63 bellbell63 Jan 31, 2016 3:51 PM Flag

    I hope they understand that they have to sell transportation and mobility not cars. Although they now seem to be on board, Uber and lyft IMO caught them if not sleeping, at least napping. The developing world will not embrace cars the way US and Europe have. IMO even China may have second thoughts about individually owned and operated cars. Cities are the place of the future and cars and cities do not mix well. The big auto companies need to develop and sell distributed public transportation vehicles - 10-12 seat , networked algorithmically controlled swarms summoned by the user. And since any one can return for charging without degrading the overall swarm capability they will be EV for sure.

  • Reply to

    Basic Information

    by gettenby Jan 30, 2016 4:56 PM
    bellbell63 bellbell63 Jan 30, 2016 5:34 PM Flag

    Although sometimes I can't decipher the full meaning of your posts, I do agree that asking Why is the crucial step. With Pd everyone gives the reasons why it should be much higher. But it isn't so the obvious question is "why?" That requires thought beyond what everyone is saying. Are the premises wrong? Are the implications wrong? If A implies B, and you (believe A) is true) and it appears B is not, then the premises may be wrong or the mechanism of the implication is wrong or maybe both.

    As for BDIY until China once again goes on a resource import binge (especially iron ore) I would not go near any dry shipping company stock (like DRYS).

  • Reply to

    Good auto article

    by bellbell63 Jan 29, 2016 11:40 PM
    bellbell63 bellbell63 Jan 30, 2016 12:06 PM Flag

    " and more theory than anything else."
    For that matter statements about anything starting tomorrow is theory. If you have hard numbers that is the past. There is value in trying to decide coming trends by observing the behavior of large groups of people (ask Hari Seldon!). Spotting a trend before the rest of the world catches on is where the big bucks are made or disasters avoided.

  • Reply to

    Good auto article

    by bellbell63 Jan 29, 2016 11:40 PM
    bellbell63 bellbell63 Jan 30, 2016 10:49 AM Flag

    Stille believe ICE has peaked. And "now" is in the next decade. :-)
    Pd seems to be struggled with 500 resistance. I think China is going to be the surprise leader in EV sales. ALready they sell more than Tesla and growing fast.

    CU Monday.

  • bellbell63 by bellbell63 Jan 29, 2016 11:40 PM Flag

    Good article about trends in auto industry.
    autonews
    D C
    /article/20140301/GLOBAL/303019996/global-vehicle-sales-will-likely-peak-in-next-decade-analysts-say

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