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НТЕ Message Board

dtejd1997 5 posts  |  Last Activity: Jun 29, 2015 12:39 AM Member since: Jan 30, 2008
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  • Reply to

    Added 10,000 more Shares at todays low prices. . .

    by rocme_us Jun 24, 2015 3:00 PM
    dtejd1997 dtejd1997 Jun 29, 2015 12:39 AM Flag

    Thanks for the thumbs-up.

    One thing I forgot to mention is that NSU looking for an acquisition candidate might be counter-productive. WHY? NSU is one of the cheapest miners that I know of. That might be doubly so if their new drilling program pans out and the new area is as good as they think it is.

    I know of a couple of other miners that are pretty cheap, but they are extremely small market caps, ie. $50MM or smaller.

    What might be better is a fairly big buyback (15%+ outstanding shares) OR a big increase in the dividend. Why should management buy a company at a higher EV/EBIDTA ratio?

    IF NSU was trading for $8 or $9/share, then it might make sense to trade mainly stock for lower valued company. Trading higher priced stock for lower valued company is a great way to go.

    Heck, doubling the dividend in 2 years might get the stock moving, return cash to shareholders AND give management a valuable "currency" to trade for acquisitions.

    Any thoughts?

    Sentiment: Strong Buy

  • Reply to

    2nd Q results are very encouraging

    by trainspimp Jun 12, 2015 9:20 AM
    dtejd1997 dtejd1997 Jun 26, 2015 11:44 PM Flag

    Yes, TCOR has had some pretty good results. It will be interesting to see if they can keep it up.

    I am a little concerned that the Texas economy appears to be slowing down with the lower oil price.

    If they can keep earnings, then this is still cheap at $.73/share. Doubly so if they are paying down debt and strengthening balance sheet.

    Sentiment: Buy

  • Reply to

    Added 10,000 more Shares at todays low prices. . .

    by rocme_us Jun 24, 2015 3:00 PM
    dtejd1997 dtejd1997 Jun 26, 2015 3:03 PM Flag

    NSU is a probably a huge bargain.

    I also agree that they should increase the dividend. It doesn't have to be a huge increase, raise it $.01/quarter, heck, even $.005 increase per quarter. Do it every year.

    One of the big problems for mining stocks is that all the free cash flow gets reinvested in the mine(s). When a downturn inevitably comes, a lot of capital gets wasted. Just look at most of the big gold miners for a good example of this.

    A dividend also instills capital allocation discipline on management. They know they've got to maintain the dividend...

    Over long periods of time, a healthy dividend will also lower risk for investors. For a good example of this, look at Southern Copper (PCU). I know investors who get their initial investment back every quarter because of dividends!

    A rising dividend also gets a lot of attention from investors. We should get a higher valuation....

    Lets hope it happens...

    Sentiment: Strong Buy

  • Hey all:

    I've been looking at getting back into NICK. I owned it years ago and did very, very well, although I sold too early of course.

    I think if NICK reinstated a dividend, that would be great. It would put $$$$ back into shareholders pockets and would open up the stock to an increased investor base.

    I am surprised NICK is trading as low as it is. I am looking to get back into at slightly below book value.

    Any thoughts?

    Sentiment: Buy

  • Reply to

    Improved Quareterly Performance

    by baadpitt Jun 23, 2015 4:20 PM
    dtejd1997 dtejd1997 Jun 23, 2015 6:56 PM Flag

    Yes,both sales & profitability have improved. Unfortunately, they are both at such low levels as to not get the attention of many investors.

    I suspect the real estate is still easily worth more than the current market cap of the company.

    If they can continue the incremental improvements, we very well might see it trade for well over $2/share by the end of the year.

    Sentiment: Strong Buy