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Hallador Energy Company Message Board

hildebrandt3 9 posts  |  Last Activity: 9 hours ago Member since: Jun 9, 2008
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  • hildebrandt3 hildebrandt3 9 hours ago Flag

    Enterprise value is only 22 million. If they can earn 1 million per quarter (which they are now doing), the enterprise value will very likely more than double from here.

    Sentiment: Strong Buy

  • hildebrandt3 by hildebrandt3 May 8, 2015 12:47 PM Flag

    NATR appears to have turned the corner. Shareholder equity is up, profit is higher than in the most recent 3 quarters. Net income from continuing operations was $4.2 million, or $0.23 per diluted common share. This is a strong beat above analyst consensus. Look for stock price to recover somewhat and continue rising.

    Sentiment: Buy

  • Excellent! TA blew away the analysts’ EPS estimate. Consensus estimate was for $0.23 per share. TA just posted $0.41 per share. That is a +78% beat! This is due to improvement in margins from fuel and from consumable items. The margin improvement is the main thing that TA needed. I am very bullish based on the new numbers and am revising my target pps upward. TA has improved their sites and increased the number of sites, and these have both contributed to stronger bottom line for shareholders. I see the stock headed to $25 per share over the next few months. Beautiful financials!

    Sentiment: Strong Buy

  • hildebrandt3 hildebrandt3 May 6, 2015 1:46 PM Flag

    Excellent! Very strong profit. Perion beat non-GAAP net Income analysts’ estimates and my estimate. They were spot on with my $52 million revenue estimate. Perion is getting strong cash flow from operations. As expected, their search revenue will come down slightly in the next quarter. The CEO also said revenue will level off in the third quarter and then the company expects to return to growth in the fourth quarter. These are excellent numbers. Outstanding shares went up slightly slower than I expected. The company has a beautiful balance sheet. At $30 million in non-GAAP net income per year, PERI is intrinsically worth $500 million or over $7 per share. Beautifully undervalued!

    Sentiment: Strong Buy

  • hildebrandt3 by hildebrandt3 May 6, 2015 1:29 PM Flag

    WMC had Non-GAAP income $42.2 million for the quarter. Love those profits and love that dividend.

    Sentiment: Strong Buy

  • Reply to

    Earnings, etc

    by longtermstocksniffer May 4, 2015 10:42 AM
    hildebrandt3 hildebrandt3 May 4, 2015 12:53 PM Flag

    Excellent. Revenue is better than expectations and more profits rolled in for PETS. It is great to see this company trading under $22 per share. It won't be down here for very long.
    PETS posted $11 million in cash flow from operations for the latest quarter. Excellent!

    Sentiment: Strong Buy

  • hildebrandt3 by hildebrandt3 May 4, 2015 12:39 PM Flag

    This is the technology of the future
    http://finance.yahoo.com/news/iteris-selected-team-implement-adaptive-123000188.html
    ITI is doing a great deal for a improved agriculture and for improved vehicle traffic flow. This company is on a great track and still undiscovered and very undervalued.

  • hildebrandt3 hildebrandt3 May 3, 2015 6:02 PM Flag

    On the top line I was a bit overly eager, but I am sticking with all the projections except for the number I mentioned on revenue. Actually, guidance from PERI on Revenue was given on Feb 25th 2015 as $50 to $53 million for this upcoming quarterly. I'm still very bullish. So my updated view is:

    "I project revenues will be $52 million for Q1. Net income will be $10 million on 75 million shares. That comes to an EPS of $0.13 per share. Cash flow from operations will be $15 million. Considering net assets and cash flow, this puts the company on track conservatively for a market cap of $500 million. If they hit these projected results that puts PERI on track for a price per share of $6.67 per share."
    Shrewd

    Sentiment: Strong Buy

  • Reply to

    Projections

    by shrewd_curmudgeon Apr 29, 2015 1:39 PM
    hildebrandt3 hildebrandt3 May 1, 2015 3:16 PM Flag

    Yes, please short FLEX. Did you short it? It is up 3% today. You can probably buy back at $18 per share.

    Sentiment: Strong Buy

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