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U.S. Concrete, Inc. Message Board

daninfw04 182 posts  |  Last Activity: 15 hours ago Member since: Mar 23, 2004
  • Reply to

    Lying.Monger

    by daninfw04 Sep 3, 2014 9:08 AM
    daninfw04 daninfw04 Sep 4, 2014 4:34 PM Flag

    You sold because I convinced you it was only worth $7-8.......still is. Your other response to my other posting was also nothing but distortions. Several broadcasters spewed the same garbage to the Supreme Court. And now 2 of them have signed long term contracts. It's called political posturing which I explained to you before. I was right again. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Random Thoughts

    by daninfw04 Sep 1, 2014 8:42 AM
    daninfw04 daninfw04 Sep 3, 2014 12:20 PM Flag

    I share your sentiments. I have always said EVC has the worst management in the sector and continue to add new high paid positions. The smart money is concerned if the $6+/- million in political in September will also disappear due to incompetency. The only saving grace IMVHO is that these same incompetent managers own millions of shares of EVC and have lost millions in last 30 days or so because they didn't execute last quarter. Money is the #1 motivator. I expected upside last quarter and management didn't deliver. EVC does have a history of surprising to the upside. I don't see myself wrong this quarter. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Sep 3, 2014 9:08 AM Flag

    Your last post deserved a better response. When you said you were right and I was wrong I got to thinking. Months ago I repeatedly advised readers of this message board that EVC was going to $14-16. I believe you even once said it could hit $20. Every single time I said it was worth only $7-8. I think once I remarked when asked by Joe that it might hit $10 in 2-3 years. All of these posts are still available for all to read. You sold your stock at $7 because you realized that I was right. I posted detailed analysis about 6+ months ago that fair value for EVC at the time was $5.50-$6.00. You do realize that stocks go up and down? Yes, I bought too high at just barely over $6 and got a steal at $4.47. You should buy some too. Quit distorting the truth. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Random Thoughts

    by daninfw04 Sep 1, 2014 8:42 AM
    daninfw04 daninfw04 Sep 3, 2014 9:03 AM Flag

    Matt----just 30 days ago, the analysts expected EVC to earn 13 cents this quarter. It has been lowered to 10 cents. Revenues were also bumped down. The 5 analysts that follow EVC range in their estimates from 7 to 14 cents. Quite a range. They were lowered because they have lost confidence in management. EPS should be close to 14 cents if they were a competent management team. I have posted a bunch on this weeks ago. The conference call scared the hell out of the analysts. Yes, we need a catalyst. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Random Thoughts

    by daninfw04 Sep 1, 2014 8:42 AM
    daninfw04 daninfw04 Sep 2, 2014 2:59 PM Flag

    You really need to learn how to read. I never said I put you on ignore. I may soon do so if you have nothing to contribute. Nobody recognizes you were right except your aliases. You were selling at $7 while telling everyone else to buy and that it was going to $16......what a scam artist. I have accumulated EVC from an adjusted $6.065 after dividend to as low as $4.47. Average cost is around $5.50 now give or take a few pennies. The stock is a steal at these prices. I have made hundreds of thousands on EVC alone. Will do so again soon. I have been underwater several times before and always sold at a nice gain. Us old guys find you punk kids a real joke. Can you let us know some of your other aliases you use on other boards so we can do the opposite and make money like you do scamming people? DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Sep 1, 2014 3:44 PM Flag

    Hodges Capital just filed a schedule 13 a few days ago where they went over 5% of USCR. When they filed a couple of weeks ago they had 658,660 shares but in last few weeks added almost 100,000 shares to 757,350 or 5.41% of total shares. Interesting. Also, I posted a CX article and based on same metrics of 9X EV/EBITDA, USCR should be $3.50-$4.00 more per share right now. I think in a buyout it would bring 10X which is another $4-5 per share. Gets us pretty close to my $36 projection next 6-12 months. However, if we see price increases of 20%+ in 2015 it's a totally new game. We could easily see $40-50 in that scenario. DaninFW

    Sentiment: Strong Buy

  • Reply to

    CX Forecast

    by daninfw04 Sep 1, 2014 9:05 AM
    daninfw04 daninfw04 Sep 1, 2014 9:10 AM Flag

    I have to add that CX is an international company with interests worldwide. They will only be getting this pricing in the U.S. Just imagine if 100% of their revenues like USCR were in the U.S. DaninFW

    Sentiment: Strong Buy

  • Reply to

    CX Forecast

    by daninfw04 Sep 1, 2014 9:05 AM
    daninfw04 daninfw04 Sep 1, 2014 9:07 AM Flag

    If pricing is up 25%+/- in 2015 which is just 4-5 months away, we could easily see 30-35% revenue gains per quarter in 2015. Can you imagine what USCR stock would do? Much less than the warrants. I will be buying more warrants on any weakness. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Sep 1, 2014 9:05 AM Flag

    Here is an article from CX news where CX is expecting pricing in the U.S. to be be up almost 30% in 2015:
    "After meeting with Cemex USA CEO, Credit Suisse concludes its forecast for U.S. operations may be a little conservative.

    Analysts Vanessa Quiroga, Maria Madrazo and Nicole Hirakawa write that Mexican cement producer Cemex (CX) must invest to revamp imports and comply with new environmental regulations, but also should see price volume and price increases that should compensate:

    ” … for the U.S. operation, CX sees rising demand for its products in the markets where it is present, which provides support to its value-before-volume strategy. We now see upside risk in our forecasts for CX U.S. operation, mainly from better pricing. Our current assumption is 1% sequential price increase in the second half of 2014 and 3% in 2015, compared to Cemex’s planned price increases of 4-8% for the second half of 2014 and 23-27% for 2015. … At the pace at which Cemex sees its volumes growing in the next 18-24 months, it will likely have to accelerate imports to meet its customers’ needs. Looking at historical cement-industry data, there are two recent periods (’93-’99 and ’03-’06) where current levels of domestic production at ~80mn tons have clearly been the starting point of an increase in imports, followed by a ~US$20/ton jump in cement prices. The Great Recession caused imports to plummet by 81%. To be able to increase imports from these levels we believe cement players will need to invest in revamping import infrastructure, purchasing equipment and enhancing distribution

    We measured the potential upside in our ’15 Ebitda numbers under different pricing scenarios. Assuming that by end-2015 cement prices are 20% higher vs. June ’14 levels, and using a conservative Ebitda mg of 19% for FY15, we estimate 28% higher Ebitda for Cemex USA compared to our current forecast. Our current model sees CX trading at 9.0x EV/Ebitda ’15.”

    Sentiment: Strong Buy

  • Reply to

    Random Thoughts

    by daninfw04 Sep 1, 2014 8:42 AM
    daninfw04 daninfw04 Sep 1, 2014 8:55 AM Flag

    continued
    6) Analysts based on last call are giving EVC zero expectations for any revenue contributed by Pulpo Media this quarter but a $3 million hit on operating expenses. If EVC doesn't get close to $3 million revenue gain from Pulpo this quarter then they did indeed overpay for Pulpo. But, a $3 million plus to revenues could make this stock rock next quarter.
    7) Analysts expect EVC to show little revenue gain from $6+/- million in political revenue this quarter since they lost 2/3 of their World Cup Revenue gains. If they can actually show a substantial gain without tradeoffs we could rock.
    8) I could go on and on but my points are simple........Wall Street has lowered expectations so low a sixth grader could beat them. Sector is in shambles because with LIN and GTN renewing their agreements after LIN losing a top station has the smart money wondering what they gave up. A real concern. However, EVC is currently protected for years to come under their old agreements. They should not be thrown in the same
    basket. The recent contract renewals also shows that the content providers, ABC, CBS, NBC, CW, FOX, etc. are not anywhere close to being ready to go cable only and yank their content from local broadcasters. The formula works when they tie in with local broadcasters when they have the #1 and #2 news. I expect some sector upgrades soon. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Sep 1, 2014 8:42 AM Flag

    Well, I took my little sabbatical for 19 days. Posted a couple of times from London but it is almost impossible to keep up in the rest of Europe and Russia. Every time I tried to sign on to Yahoo and Facebook as well as many others as I was hitting a different country every few days......it would lock my account. Visited England, Sweden, Norway, Finland, Estonia, Belgium and Russia. Got very frustrating. Just a few random thoughts now.
    1) I had placed Outpissed on ignore months ago and took off when researching all the scam artists, pump and dumpers and aliases of lying.monger. I placed on ignore again a few weeks ago. He really just posts to taunt others and posts nothing but lies to support his other aliases.
    2) I left contra_guy off ignore as I now find it interesting that he is congratulating those he called mindless and never once told anyone to buy EVC at the recent lows.
    3) I left lying.monger off ignore as well as I find his rantings interesting as well and a good contrarian indicator. We need someone to balance the arguments to keep them from being one sided. He sometimes but rarely does post new thoughts.
    4) Insider buying needs to see some more players. The $10 million repurchase is a joke IMVHO. IT's barely over 2% of current outstanding shares. It shows current management doesn't have a clue. However, the plan gives EVC the right to do private transactions which begs a few questions.
    5) There is a great news article where Entravision filed a protest with the FCC against the Comcast/TWC merger that is well worth the read. It again could be a negative for EVC if Telemundo which is controlled by Comcast gets too much power. Lying.monger is always talking about contract renewals with Univision. This proves that Univision needs EVC more than anything. Telemundo is growing it's audience at the expense of Univision in markets where EVC doesn't operate. EVC is growing because they have #1 and #2 news in all markets. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Are we there yet?

    by gtnrules Aug 15, 2014 1:08 PM
    daninfw04 daninfw04 Aug 15, 2014 3:27 PM Flag

    Sector is in shambles and overall market is a concern. As long as we don't go down 5-10% in the overall market, I don't see GTN much below $10.....JMVHO. DaninFW

  • Reply to

    Dan's Performance

    by contra_guy Aug 14, 2014 10:47 PM
    daninfw04 daninfw04 Aug 15, 2014 12:56 PM Flag

    This is exactly why you have no credibility on this board. You continue to make up #$%$. We all see thru it. Must be fun when you tell your other fellow six graders what you did. LMAO. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Capitulation?

    by daninfw04 Aug 14, 2014 4:19 PM
    daninfw04 daninfw04 Aug 15, 2014 12:54 PM Flag

    I first started buying EVC after you posted it would be $16.92 on 9-23-13. Are you saying you now lied to everyone? What a snake you are. You said their debt was one of the lowest in sector and cash flow was improving because of refi. Why did you lie to all of us? DaninFW

    Sentiment: Strong Buy

  • Reply to

    Dan's Performance

    by contra_guy Aug 14, 2014 10:47 PM
    daninfw04 daninfw04 Aug 15, 2014 3:39 AM Flag

    Besides poor grammar you can't read either. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Aug 14, 2014 4:19 PM Flag

    Sector is still in a shambles and I hate to call a bottom when I've been wrong several times on EVC lately. But, today was close to if not textbook capitulation. We hit a new 52 week low, bounced to close above previous day on highest volume in over a year. I would like to have seen it close at a high for the day. that would have been confirmation. Looks like any weak hands or big sellers had a chance to get out. We should get confirmation tomorrow. I expect to see a nice bounce in the morning. If we get it and hold we may well have bottomed. Those that bought in low 4's IMVHO will do nicely. Wish I had waited longer but if wishes were fishes the brooks would be overflowing. Hopefully, the worst is over and blue skies from here. DaninFW

    Sentiment: Strong Buy

  • Reply to

    board

    by contra_guy Aug 14, 2014 3:59 PM
    daninfw04 daninfw04 Aug 14, 2014 4:13 PM Flag

    First off, I have zero aliases. Second you said you had nothing against me personally but every single post that you have ever posted has been an attack on me and everyone else on this board. That is an incredible record to be 100% attacking and negative in every single post. What a miserable childhood you must have had with everyone always telling you how stupid you were. BTW your grammatical style is worst than mine. To make that statement you had to have reread your post a dozen times to make sure it was perfect before you attacked me. Then, you used the word "I' twice together in the first sentence. How pathetic to be such a little man that you get your kicks out of attacking others. I hate to be negative but you make it quite fun. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Univision in talks to IPO in 2014

    by outpissed Sep 23, 2013 10:15 PM
    daninfw04 daninfw04 Aug 14, 2014 3:35 PM Flag

    Here is our pumper and dumper. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Aug 14, 2014 3:20 PM Flag

    I tried to reply and Yahoo would not let me so everyone could easily read but Outpissed did a post on 9-23-13 just over 10 months ago where he predicted EVC would go up to $16.92. EVC was $5.64 on 9-23-14 and he predicted it would triple. He also talks about the low debt levels of EVC and dramatically increasing free cash flow.......now does that sound like our favorite pumper and dumper? How pathetic. Let him deny that one. It can be read by all. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Univision in talks to IPO in 2014

    by outpissed Sep 23, 2013 10:15 PM
    daninfw04 daninfw04 Aug 14, 2014 3:14 PM Flag

    I found this jewel from 9-23-13 just a little under 10 months ago where Outpissed was predicting EVC to go 3X $5.64 the closing price of EVC on 9-23-14. He was pumping EVC to go to $16.92 just a short time back. He also brags about the low debt and increasing cash flow for EVC. What a scam artist. Do you now want to lie and say this wasn't true. Facts are facts. Outpissed is a pumper and dumper. DninFW

    Sentiment: Strong Buy

USCR
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