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Saratoga Resources Inc. Message Board

chris_cs16 6 posts  |  Last Activity: Jun 24, 2014 5:37 PM Member since: Aug 21, 2001
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  • chris_cs16 by chris_cs16 Apr 28, 2014 3:24 PM Flag

    SSNI trades at a mere 9x 2015 EBITDA and 6x 2016 EBITDA, while competitors like Itron trade well above this level. Given SSNI's recurring revenue model and limited capital spending, I would expect them to trade at a premium to Itron's multiples. The company has a strong backlog near $1 billion, Comed is looking to accelerate their deployment, and the industry is still growing. By the end of this year, it wouldn't surprise me if we're trading back above $20, or if SSNI gets bought out by CSCO or another industry player.

    Good luck to all...

    Sentiment: Strong Buy

  • chris_cs16 chris_cs16 Jun 24, 2014 5:37 PM Flag

    Check their facebook page. Lots of updates there, including:

    Arcoplate's Newest Development

    Arcoplate's latest break through in 2014 is producing our 4ft wide plate. Traditionally, our 2ft wide plate has serviced the globe since 1991. Arcoplate's 4ft wide plate was introduced to our manufacturing plant 6 months ago after 3 years of engineering testing. This was the company's millennium break through with our new single pass 20mm on 11mm wear plate. Arcoplate has now included our full range of anti-hang up and carry back wear plates in 4ft wide plates, from 12mm to 32mm.

    Innovation from Arcoplate continues. The below blurb comes from their facebook page, which has been quite active here lately. If only they were as good as communicating with investors as they are with communicating with potential customers, we'd be above $2.00.

    Sentiment: Strong Buy

  • Reply to


    by chris_cs16 Apr 28, 2014 3:24 PM
    chris_cs16 chris_cs16 May 7, 2014 11:57 AM Flag

    This was always a 2015 story and it still looks to be a 2015 story. Q4 results will start to show the improvement that we shareholders are looking for. With today's decline, 45%-50% of the company's enterprise value was wiped out. This is a bit extreme. The company's backlog reamains, its just been shifted further out to the right. Brazil is a huge potential market for them. Good news on deployment there could take this right back to $15+. I continue to hold and bought more around $11. This story is taking longer to play out than I expected, but I still feel that SSNI's best days are ahead of it.

    Good luck to all...

    Sentiment: Strong Buy

  • chris_cs16 by chris_cs16 Apr 24, 2014 5:25 PM Flag

    Solid guidance... Stock should move back up above $17 tomorrow and eventually above $20...

    Sentiment: Strong Buy

  • chris_cs16 by chris_cs16 May 23, 2014 2:25 PM Flag

    Great company growing sales at 30%+ a year with long-term EBITDA margin goals in the 25% range. The company has great products and is gaining share in its markets. They are also branching out into complimentary products which should keep revenue growth strong. Company beat on Q1 results and guided Q2 higher than consensus. Wouldn't surprise me if they did the same in Q2. I see them trading north of $15 later this year as they gain a greater following on the street.

    Sentiment: Strong Buy

  • Reply to


    by sandykoufax32 Apr 24, 2014 6:09 PM
    chris_cs16 chris_cs16 Apr 24, 2014 6:11 PM Flag

    Best part was hearing that there were no large contracts in the guidance that could trip us up similarly to Q1. Business remains strong, growth remains strong y/y... Share price should recover, if not, it wouldn't surprise me to see this one put in play.

    Sentiment: Strong Buy

1.61+0.02(+1.26%)Jul 22 4:04 PMEDT

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