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Oil-Dri Corp. of America Message Board

biblioguy 12 posts  |  Last Activity: Apr 14, 2015 1:11 AM Member since: Jul 26, 1999
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  • Reply to

    Tomorrow's conference call

    by biblioguy Apr 8, 2015 5:32 PM
    biblioguy biblioguy Apr 14, 2015 1:11 AM Flag

    Thanks for this, I appreciate it. PRXI finally filed the call transcript with the SEC, and I just read it. Guess they took the best deal they could get, but it's still unfortunate.

    Biblioguy

  • Could someone here please summarize tomorrow's conference call on this message board? I had planned to listen today, but then they changed it until tomorrow, and I have another commitment then. I'm especially irked that the press release did not make any mention of replay availability, either by phone or over the web. Thanks in advance!

    Biblioguy

  • Reply to

    Gave away half the company for very little

    by smaycs4 Apr 2, 2015 11:34 PM
    biblioguy biblioguy Apr 3, 2015 2:26 AM Flag

    Unfortunately, I have to agree with you. I might feel differently if the Titanic assets were excluded from the deal, and held for current shareholders only. But to give half of such a great asset away, makes no sense. The whole thing smacks of desperation.

    Biblioguy

  • Reply to

    THST?

    by moatrsi1978 Mar 25, 2015 2:09 PM
    biblioguy biblioguy Mar 27, 2015 6:53 PM Flag

    I agree with your sentiment that THST is a buy at these prices. Unfortunately I bought in a little early, in the $4-$5 range, but added more in the $2 range. In the April-June quarter, THST is supposed to be shipping new products to Target and Kroger, which should hopefully boost revenues and earnings.

    Biblioguy

    Sentiment: Buy

  • Reply to

    More lightweight competition (pun intended!)

    by biblioguy Feb 5, 2015 4:28 PM
    biblioguy biblioguy Feb 26, 2015 3:55 PM Flag

    Question to ask on the next earnings call? I think you have me confused for someone else.

    Biblioguy

  • Reply to

    More lightweight competition (pun intended!)

    by biblioguy Feb 5, 2015 4:28 PM
    biblioguy biblioguy Feb 23, 2015 11:59 PM Flag

    If you don't mind my asking, why are you selling some of your ODC shares now? I think the outlook for ODC is better now than it has been in some time. Are you selling because you are unhappy with something related to ODC, or for a reason unrelated to ODC?

    Biblioguy

  • Reply to

    More lightweight competition (pun intended!)

    by biblioguy Feb 5, 2015 4:28 PM
    biblioguy biblioguy Feb 23, 2015 2:31 PM Flag

    We'll have to agree to disagree - if someone really is so concerned about a difference in 3-4 pounds of weight to carry, they'd probably prefer to buy the lowest weight package out there, which is probably Fresh Step's 7 pound box of regular scoopable litter. ODC's Fresh & Light will continue to do well, in my opinion. If you disagree, you're free to sell your stock in ODC (assuming you own some).

    Biblioguy

  • Reply to

    More lightweight competition (pun intended!)

    by biblioguy Feb 5, 2015 4:28 PM
    biblioguy biblioguy Feb 22, 2015 3:27 PM Flag

    I suspect you are referring to Tidy Cats Lightweight litter. So what if it is lighter? It is so light that cats will likely track it all over the house. Many of the reviews it has gotten are negative. Plus, it is priced extremely high. Cat's Pride Fresh & Light litters are the lowest priced lightweight litters on the shelf. The consumer decides on what litter to buy, on more than just lowest weight.

    Biblioguy

  • Reply to

    More lightweight competition (pun intended!)

    by biblioguy Feb 5, 2015 4:28 PM
    biblioguy biblioguy Feb 17, 2015 11:22 PM Flag

    ODC has filed a patent application, but I don't think a patent has been issued yet - not sure how far along the application is, in the process of getting a patent.

    Biblioguy

  • Oil-Dri has launched two new Cat's Pride Fresh & Light litters. They are:

    Fresh & Light Ultimare Care Premium Scented Multi-Cat Scoop, and
    Fresh & Light Ultimate Care Premium Unscented Hypoallergenic Multi-Cat Scoop

    Hopefully they'll be hitting store shelves soon. Check out the Cat's Pride website for more info on these litters - that's where I spotted them.

    Also, the Cat's Pride channel on YouTube also features a new video, "The Oil-Dri Story", which is three minutes long.

    Biblioguy

  • I went to a grocery store yesterday to take a look at the cat litter aisle, and Church & Dwight has come out with a couple of lightweight cat litters. Under the Clump & Seal brand, they are offering "Fresh Scent" and "Multi-cat" varieties. Both varieties are sold in 9 pound boxes, that are equivalent to 18 lbs of regular scoopable litter. Retail price was $13.99. However, of 97 ratings on the Clump & Seal website, 63 customers gave it the lowest possible rating, one star. Thus, this product looks like it will bomb, and it is indeed lightweight competition.

    Biblioguy

  • Reply to

    People have zero vision

    by reitmaster_98 Jan 22, 2015 2:32 PM
    biblioguy biblioguy Jan 22, 2015 10:47 PM Flag

    Glad to see some intelligent commentary here. I just bought into TZOO this week, because it's a real bargain at these prices.

    For those who listened to today's conference call, the Hotel Pennsylvania in NYC was cited as an example of a hotel they would not list on Travelzoo. I understand that, because I have stayed there in the past. It meets my standards for the cleanliness of the room, but if I can avoid staying there, I do. I refer to the Hotel Pennsylvania as a "Soviet-era" hotel. The carpet and wall paint in the corridors look ancient. That said, most of the people who stay there, are foreign tourists. So while the hotel does serve a purpose, and there is a clientele for it, it's good to know that Travelzoo will differentiate itself from the competition.

    Biblioguy

ODC
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