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U.S. Concrete, Inc. Message Board

daninfw04 193 posts  |  Last Activity: 1 hour 4 minutes ago Member since: Mar 23, 2004
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  • Reply to

    Reality Check

    by daninfw04 Sep 19, 2014 3:36 PM
    daninfw04 daninfw04 1 hour 4 minutes ago Flag

    That's why I have a problem with you. You can't even remember you said this would be $14-16 when you were pumping and dumping. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Strong Sell

    by daninfw04 Sep 16, 2014 12:48 PM
    daninfw04 daninfw04 Sep 20, 2014 5:34 PM Flag

    Expect for 2014 now down to 17 cents EPS for FY14 and now 47 cents for FY15. Just hit new 52 week low of $9.64................DaninFW

    Sentiment: Strong Sell

  • Didn't show up on Yahoo but USCR on Friday morning filed a shelf registration for up to $250 million. That's on top of the $50 million revolver increase they just completed. What is USCR going to do with $300 million? Let's make that $400 million as they have about $100 million cash as well. And, they haven't used their revolver. It's at zero. So that's $250 million plus $175 million revolver plus $100 million cash. That's $525 million which is just over a HALF BILLION DOLLARS.........and if you didn't see it, their largest holder last week sold another 225,000 shares in open market at $26..........somebody bought a block of 100,000 at $26 and another block of 125,000 at $26. Watch and learn but something big is about to happen. USCR is about to announce a major acquisition which should be as big or bigger than size of current company. I wish they would issue 5-9 million shares of new stock at $27-28 which would create zero debt and de-lever USCR completely.DaninFW

    Sentiment: Strong Buy

  • Reply to

    Reality Check

    by daninfw04 Sep 19, 2014 3:36 PM
    daninfw04 daninfw04 Sep 19, 2014 3:39 PM Flag

    Didn't have enough room to finish message..........IMVHO EVC will probably move up to $4.75 to $5.00 just before earnings first week of November in anticipation of an earnings beat. If EVC doesn't hit expect we will probably drop below $4........if they beat as I expect by a wide margin we could easily see $6+ very quickly. Let's see if management earns that free million dollars worth of stock they just got.......DaninFDW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Sep 19, 2014 3:36 PM Flag

    I too am frustrated seeing EVC down and holding. However, I still believe we will see $7+ in next 6-12 months. I am not going to re-hash old posts other than to say almost every day there are 2-3 articles on this sector you need to read. Unlike contra_guy I have posted for almost 20 years to always do your own research and watch a stock for at least 6-12 months before you ever invest. All stocks are cyclical and seasonal. The broadcast sector has always gone up or down double the rate of the average market and many, many times the opposite like it is doing now. Nothing new for those of others that have traded this sector for years. The entire sector is down 25-40% from recent 52 week highs. EVC is not singular. Just since yesterday there are headlines where GAO is investigating broadcast/cable advertising from each group as they defend their positions, a Top Media Buyer today said there is no threat of ad revenues being moved from broadcasters to digital in the near future, etc. etc. You all need to google "broadcast and cable" each day and make your own assessments.
    The political winds have shifted and cable has done a better job of shifting blame to the broadcasters for many things, i.e. increasing cable bills, blackouts, etc. Also, on the radio front, CBS announced they are selling about 1/3 of their radio stations and Disney recently announced selling their Radio Disney stations. Good or bad? You decide. But, EVC is about 1/3 revenues from radio.
    Did you know EVC yesterday issued a few hundred thousand shares of restricted stock to their top 4 executives which vests 25% each year next 4 years and 25% by 12-31-14 this year which means about $200,000 hit to G&A in 4th quarter this year. Perhaps $300,000 hit if EVC is $7 by 12-31-14. Management should be getting pay cuts not free stock.
    I will add in closing that IMVHO nothing much is going to happen to EVC stock unless market crashes or company gets bought out before next earnings report. continued DaninFW

    Sentiment: Strong Buy

  • daninfw04 daninfw04 Sep 17, 2014 10:08 PM Flag

    Read my posts since 1995 and answer your own question since it just hit your radar. Daninfw

  • This came out yesterday I believe and shows where broadcast is till beating cable. You can find it for yourself but Univision which is not mentioned here was up 41.5% in ratings for August and about the same as July. As I stated months ago, the World Cup would move many viewers to EVC as well. As Value Investor said and lying.monger ignored, Univision is already at the station cap actually above it. If Univision is up 41.5% in their markets, you can bet that EVC carrying the same programming and #1 news in other markets is up about the same. The market is currently putting EVC in the same basket:

    "For the broadcast network, August ratings were down 5.1%. Fox was down 18% and CBS was down 10%, while ABC and NBC were each up 1%.
    Shockingly, according to Nathanson, the cable networks were down even more in the demo during primetime with a 9.8% drop. Networks owned by A+E were down 28%, AMC’s channels were down 18%. Discovery, NBCUniversal and Viacom all registered 16% drops. Time Warner’s networks were down 15% and Disney was off 6%. 21st Century Fox’s channels were up 24%, thanks in part to FXX’s Simpsons marathon, while Scripps Networks was flat.
    Overall people in the 18 to 49 demo watching TV in prime time was down 8.8%, the biggest drop since the year following the London Summer Olympics, Nathanson says."

    Sentiment: Strong Buy

  • Reply to

    Gabelli

    by daninfw04 Sep 12, 2014 12:51 PM
    daninfw04 daninfw04 Sep 17, 2014 9:25 AM Flag

    I honestly hope you and the other longs are right. I have never shorted a stock. But, I have heard rumors of PBY being bought out for over 20 years. There was once the Autozone rumor when they were expanding and buying chains, then the GM rumor where they were going to be bought to provide service and warranty work outside the dealerships, etc. etc. etc. Never happened then either. If anything, management may take private. However, this latest deal with closing 63 locations puts downward pressure on value of future sales-leasebacks as well......DaninFW

    Sentiment: Strong Sell

  • Reply to

    who's right

    by contra_guy Sep 16, 2014 1:41 PM
    daninfw04 daninfw04 Sep 16, 2014 10:25 PM Flag

    You two are a pair. If you took the time to actually research my posts you would know that I often disagree with others very cordially. Value Investor and I often disagree. It is well documented. I just don't suffer liars and scam artists like you. Contra-Guy has't done a single post where he contributes anything. He just talks down to others, insults them and treats them like they are idiots. Pull up any if his posts . You won't find anything to the contrary. I have a problem with you for pumping this while selling and probably buying now while bashing. The two of you are a piece of work.

    Sentiment: Strong Buy

  • Reply to

    who's right

    by contra_guy Sep 16, 2014 1:41 PM
    daninfw04 daninfw04 Sep 16, 2014 3:32 PM Flag

    I guess that means you own me too........since you're a bigger idiot than him. Daninfw

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Sep 16, 2014 12:48 PM Flag

    I was recently asked why I have a strong sell on PBY stock. Here are some bullets:
    1) Analysts have already reduced EPS expect in current year from 44 to 30 cents last 7 days.
    2) Analysts have lowered expect for next year from 58 to 52 cents which I think is still too high.
    3) Management has announced they may close as many as 63 Super Centers in next few years. That translates to large impairments and write offs possibly every quarter for next 2-3 years. Constant bad news instead of doing it all at one time and being done.
    4) Are reducing inventory which translates to lower sales since they don't have as many parts to sell.
    5) All this bad news may soon cause if it hasn't already for large holders to start dumping a very thinly traded stock. Could cause a massive drop in short period of time.
    6) If Gabelli throws in the towel this stock will crash. Has already proven he can only support price so much by buying more shares.
    GLTA

    Sentiment: Strong Sell

  • Reply to

    Univision

    by daninfw04 Sep 15, 2014 5:00 PM
    daninfw04 daninfw04 Sep 16, 2014 12:21 PM Flag

    You do realize that ABC, CBS and NBC all uttered the same nonsense and virtually all have renewed long term contracts in past few weeks? I said it was political posturing. I was right and you were wrong again. You do understand the art of negotiation? That's where you say one thing to get what you really want? So, you are saying that all the other broadcasters said the same thing but did the opposite but Univision is the one exception? Do you watch Univision? I do. The quality has gone to #$%$ and their two top shows are being canceled. Telemundo is kicking their butt. They need EVC far more than EVC needs Univison. And the IPO issue.....it is a positive where they can show they are tied in with the #1 and #2 station in their markets. Why are you so dense on this? DaninFW

    Sentiment: Strong Buy

  • Reply to

    Classic Lying.Monger

    by daninfw04 Sep 16, 2014 9:54 AM
    daninfw04 daninfw04 Sep 16, 2014 12:15 PM Flag

    Boy, I love how you twist things. First, what I posted is the entire article minus charts. That's what he said not what you fabricated. Second, the average person under 30 in the U.S. still lives with their parents in 1 out of 4 cases....actually up to age 35 now. The average person marries between 26-28 now. They aren't even creating households by true definition till about age 30 . They don't need subscription tv because they are getting it from parents in 1 in 4 cases. Yea, I can't wait to watch 3D which is where everything is going, also HD, 4HD, etc on my wristwatch or smart phone. The smart money is finally figuring out why the numbers aren't nearly as indicative as they first thought. You say no boosting events in 2015? What drugs are you taking? Spectrum is 2015. You do realize 2021 is 7 years away? You are a funny guy. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Univision

    by daninfw04 Sep 15, 2014 5:00 PM
    daninfw04 daninfw04 Sep 16, 2014 10:05 AM Flag

    EVC management has said they have a great relationship with Univision and no hurry to renew.....got to 2021. Do you not understand the info Value Investor posted for you? It does not seem you understand or comprehend very well. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Sep 16, 2014 9:54 AM Flag

    Our resident board idiot just posted a negative posting about an analyst report yesterday. He posted the title of the article but failed to mention the author was bullish on the broadcast sector. Here's the first few paragraphs. Again, proof how he distorts the truth:
    "Part of Swinburne's case is that TV audiences have declined, but because those audiences still remain relatively large more ad dollars have continued to target them. (It's a classic "supply vs. demand" issue: as the number of big, unfragmented audiences declines, they become more valuable.)

    At the same time, TV companies have relied more and more on subscription revenue rather than ad revenue to make their numbers.

    The result is that the TV business is financially healthy — even as fewer people pay more to watch it.

    Swinburne is bullish on media stocks overall. He doesn't see "cord-cutting" — the act of doing without TV altogether — as a significant force, yet. "We believe lower-than-average Pay TV penetration in the under-30 demo is largely based on income level," he writes."

    Sentiment: Strong Buy

  • Reply to

    Univision

    by daninfw04 Sep 15, 2014 5:00 PM
    daninfw04 daninfw04 Sep 15, 2014 5:45 PM Flag

    I would add that if Univision went cable only they would have to pay EVC a small fortune to cancel existing agreements. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Sep 15, 2014 5:00 PM Flag

    We keep hearing this #$%$ from lying.monger that Univision is going to drop EVC. He does understand that EVC has a guaranteed lock on Univision programming till 2021???? That's 7 years.....also did everyone know that Univision currently pays EVC to manage 6 of their company owned stations in six different markets? Also, being paid from Univision till 2021. At the very least, EVC won't have to worry about programming for at least 7+ years. Unlike, ABC, CBS, NBC, CW affiliates, etc that are having to pay more re-trans, EVC won't see their reverse comp go up for at least 7 years.
    I never thought EVC would be at current price. It's a steal. But, the market does not understand the dynamics here. They are punishing EVC like the rest of the sector when it should stand out. Sooner or later the smart money will figure this out. Can we go lower than current price? Sure. But, it makes no sense.
    Last few days we have had a big seller(s). One block alone was 64,000 shares today at $4.30 and then we started holding. I sincerely wish all well. I am not worried long term for EVC but it sure is irritating to see it not popping. Again, entire sector should turn around soon..
    As for lying.monger I would love to know why he is still posting. If he really thought we were going to be $1, why hasn't he shorted EVC? There is an agenda there somewhere. DaninFW

    Sentiment: Strong Buy

  • Reply to

    STAVRA Bill

    by daninfw04 Sep 15, 2014 10:44 AM
    daninfw04 daninfw04 Sep 15, 2014 4:34 PM Flag

    I may be smoking but you are in a coma. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Gabelli

    by daninfw04 Sep 12, 2014 12:51 PM
    daninfw04 daninfw04 Sep 15, 2014 2:18 PM Flag

    You do realize that I've had strong sell on PBY since $10.50+ right? It's already down 5%+. I am expecting 15% drop from my first rating. DaninFW

    Sentiment: Strong Sell

  • Reply to

    Gabelli

    by daninfw04 Sep 12, 2014 12:51 PM
    daninfw04 daninfw04 Sep 15, 2014 2:13 PM Flag

    Over 20% triggers "minority interest". Not an accountant. Even if it doesn't matter, I don't see Gabelli buying much more. He is the market for PBY's. It's obvious he isn't buying now. Current management is driving value down not up. Would do good to get $12. That's the projection of Zack's. CFO just dumped over 1800 shares a day or so ago at $10.51. I expect 10% further drop...hence strong sell. When we get to $9.50 I might change to sell. A 10% drop warrants strong sell. If we get a massive market correction PBY's will be in the 8's. Bad news coming soon from closing stores. DaninFW

    Sentiment: Strong Sell

USCR
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