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U.S. Concrete, Inc. Message Board

gleongelpi 29 posts  |  Last Activity: 16 hours ago Member since: Nov 28, 2001
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  • Reply to

    This makes no sense

    by gleongelpi May 2, 2016 2:00 PM
    gleongelpi gleongelpi May 3, 2016 3:43 PM Flag

    As one examines something, one discovers variables and reasons.

  • Reply to

    This makes no sense

    by gleongelpi May 2, 2016 2:00 PM
    gleongelpi gleongelpi May 3, 2016 1:17 PM Flag

    Well, obviously some of what you are saying is not so. The volume in those two days is so large that the decline in price cannot be a product solely of people taking profits, not by any stretch. It might be by people willing to take a small lose. It might be by fear. As it is always the case, there are thousands of people who invest in companies without knowing all the details. I suspect that many of those investors who have gotten out is because they just saw the numbers and don't like it. But, basically, they are the ones who were not aware of what has transpiring for month. So, if one looked just at the last four quarters and didn't bother to check things out, one might sell. However, the bigger loss was already cooked into the books and many knew it. I think that the decline in the last few days is due to investors' lack of knowledge. Those really in the know are now buying from those who do not know.

  • Reply to

    This makes no sense

    by gleongelpi May 2, 2016 2:00 PM
    gleongelpi gleongelpi May 2, 2016 7:28 PM Flag

    AMZN is not the only one. Many tech companies spent years without making a profit yet the price went up. At some point in time that should happen here. Revenues continue to go up, and although some other metrics have faltered, in the long run, revenues will lead to profits.

  • gleongelpi by gleongelpi May 2, 2016 2:00 PM Flag

    The numbers blew off the map all the predictions and the future now looks more promising than it has for a long time. That doesn't necessarily mean a breakout on the upside or anything like that. But this downward spiral in stock price doesn't make any sense.

  • Reply to

    BHI Rig Count: U.S. -9 to 480 rigs

    by petruchi0 Mar 11, 2016 1:04 PM
    gleongelpi gleongelpi Mar 12, 2016 4:17 PM Flag

    It is not an issue of Russia and OPEC cutting back. It is an issue of the USA and Canada cutting back.

  • Reply to

    BHI Rig Count: U.S. -9 to 480 rigs

    by petruchi0 Mar 11, 2016 1:04 PM
    gleongelpi gleongelpi Mar 12, 2016 8:26 AM Flag

    Go to the oilprice website and you can get detailed information.

  • Reply to

    BHI Rig Count: U.S. -9 to 480 rigs

    by petruchi0 Mar 11, 2016 1:04 PM
    gleongelpi gleongelpi Mar 11, 2016 8:03 PM Flag

    In a few months production in North America will be down about a couple of millions bpd and an oversupply will lead to along term change in direction for oil prices.

  • At current oil price, HK is not far from breaking even. Less than five dollars for sure. Afterwards, each dollar increase in the price of oil will increase revenues quickly. If oil went to $50, HK could possibly make $1 of profit per share. At a hundred, the profit per share could exceed ten dollars.

  • gleongelpi by gleongelpi Feb 25, 2016 3:10 PM Flag

    What are the chances that the dividend will be cut?

  • gleongelpi gleongelpi Feb 13, 2016 6:07 PM Flag

    It is extremely cheap. The P/S is less than 1.5. It is less than about 40% of the industry average. And the company has a 25% YoY revenue growth rate. It has a loss because it continues to implement changes. It is still definitely a growth company. Yeah, I am aware that it might not be successful in the long run, but for the players who have invested in the recent past and those who do so in the near future, this could turn out to be a golden goose. Like with so many other companies in this space, the moment they turn the corner, the stock could go up in price ten fold in a couple of years. In truth, the upswing could start at just about any time. Usually, however, the upswing doesn't start until after a good quarterly report with a profitable forward looking statement. But that may not always be the case. In company could make a couple of innocuous statements along the way or those working for it can get a feeling that something is afloat and the upswing starts taking place by small increments until suddenly one realized that there is a new trend in place. The question is does one buy the stock here and risk that the upswing will never materialize or does one risk waiting and having to buy at a much higher price?

  • Reply to

    P should have been

    by tpljmpr_50 Feb 11, 2016 11:34 PM
    gleongelpi gleongelpi Feb 12, 2016 2:58 AM Flag

    Well, I guess the market didn't agree with your assessment.

  • Reply to

    Revenue growth

    by veronapriazzo Feb 11, 2016 6:12 PM
    gleongelpi gleongelpi Feb 12, 2016 2:57 AM Flag

    I made a comparison between the two companies to show . . . well, you wouldn't understand it, so why waste my time explaining it as you just go to something else anyway, which has nothing to do with the point I was making. You are welcomed to short all you want.

  • gleongelpi by gleongelpi Feb 11, 2016 9:04 PM Flag

    Here they are at the most basic level. Top numbers are Revenues starting with the latest quarter. Bottom number are expenses. (Rounded off in millions)

    336 312 286 231 268
    356 398 302 279 255

    A lot of the recent expenses include one time charges for acquisitions and back pay on royalties. The company is at the threshold of becoming profitable. A lot of tech companies that are now successful took a lot longer to reach that stage. All the negatives are already built into it. Any good news will push this company up in price substantially.

  • Reply to

    Revenue growth

    by veronapriazzo Feb 11, 2016 6:12 PM
    gleongelpi gleongelpi Feb 11, 2016 8:47 PM Flag

    LNKD still has a P/S ration three times that of Pandora.

  • Reply to

    The real sane story - Fortune

    by sfvip Feb 11, 2016 5:51 PM
    gleongelpi gleongelpi Feb 11, 2016 6:34 PM Flag

    A very negative spin without accurate numbers.

  • Reply to

    8.9-9 by close

    by invest75 Feb 11, 2016 10:25 AM
    gleongelpi gleongelpi Feb 11, 2016 1:38 PM Flag

    I think the market is expecting the numbers to be worse than what the analysts or the company are providing. If the official expectation are met, I think the stock will go up. Even if the official expectations are not met, it might still go up. Just look at what happened with GPRO. That financial release was a disaster next to expectation, yet the stock held up real good. Thus, we may be in for a nice run if the numbers are in the range.

  • Reply to

    P in at 8 Bucks

    by wwtimewarp2000 Feb 9, 2016 10:23 AM
    gleongelpi gleongelpi Feb 11, 2016 5:18 AM Flag

    No, no contradiction. The first sentence refers to the past. The rest refers to the future. It is not worded in a good way but I catch the meaning clearly. This is the kind of business that past a certain point improves in its financial dynamics as an increasingly large percentage of revenues go all the way to the bottom line. This is the case with all similar businesses: SIRI, NFLX, FB, GOOG, etc. All of this business with that kind of model, be it strictly monetized via ads or via subscriptions alone or a combination thereof have the same advantage. IN the case of Pandora, the uncertainty of the royalties issue was removed. And, if one takes the one time payment last quarter out of the results, you can see that they were in the cusp of making money. If they do make money this quarter, then there is no reason to believe it will not continue.

  • gleongelpi gleongelpi Feb 10, 2016 6:28 PM Flag

    This is just stupid. Did you ever here the old saying: :If you really have nothing to say, don't say anything. You might end up just showing to others how ignorant and stupid your are."

  • Reply to

    Revenues, Profits and Price of the Stock

    by gleongelpi Feb 9, 2016 10:27 AM
    gleongelpi gleongelpi Feb 10, 2016 5:36 PM Flag

    I either did not know or forgot about it. However, it doesn't change the basics of my statement, which was a comparison of LKND to Pandora. Even with that correction, Pandora is far stronger than LKND and it is not anywhere near as to the position LKND was and still is, which is highly overpriced. In case you do not understand what I was talking about, let me explain it. LKND's market cap is five times annual sales after the quarterly release and the decline in price. Pandora's market cap is 1.5 annual sales before the quarterly release. Thus, as a variable of market cap, LKND is selling for more than three time Pandora's value, and about 1.8 times the industry average, while Pandora is selling for half of the industry'a average. That clearly indicates that prior to the release, there was considerable optimism in LKND while the pessimism is already rampant on Pandora. Thus, it will not decline unless the new numbers are really awful. Take a case in point with GPRO, it had a horrible quarter and the forward looking statements were even worse. Yet the stock have held up really well. Why? Because the very worse case scenario was already built into the picture. It had already reached the being-given-away price. Pandora is at a similar juncture. Investors are already disgusted with it and since the company is not at risk of bankruptcy, the only direction it can really go is up. There is no significant or meaningful downside potential here. And the company is still growing at a more than 20% annual rate.

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