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Raven Industries Inc. Message Board

steve_382n 119 posts  |  Last Activity: 7 hours ago Member since: May 18, 2010
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  • Reply to

    13D filing today.

    by steve_382n Nov 24, 2014 9:15 AM
    steve_382n steve_382n 7 hours ago Flag

    If you are looking at the filing, Dharma is the same as PWA/Schneider. I also see that Roy Rogers picked up $500,000 of shares. Maybe that will "Trigger" some nice orders.

  • Reply to

    13D filing today.

    by steve_382n Nov 24, 2014 9:15 AM
    steve_382n steve_382n 7 hours ago Flag

    Looks like PWA picked up another $500,000 of shares in the private placement. Might be enough to get them to 10% of shares outstanding.

  • Reply to

    Private Placement

    by tradenuggets Nov 25, 2014 4:16 PM
    steve_382n steve_382n Nov 27, 2014 9:34 AM Flag

    Pretty impressive. Insiders took about $1.1M of the $2.6M. No guarantees in anything of course, but that's about as positive a signal as you could hope for.

  • Reply to

    Integra purchase - possible discount price?

    by steve_382n Nov 21, 2014 2:35 PM
    steve_382n steve_382n Nov 26, 2014 5:08 PM Flag

    Skip, in the bottom right hand corner of the price chart, there is a little blue clickable word that toggles back and forth between linear and log. Kind of hidden.

    I miss the basic charts a little when I just want to copy a chart quickly and paste it in a spreadsheet or something. Hard to copy the dynamic chart.

  • Reply to

    Private Placement

    by tradenuggets Nov 25, 2014 4:16 PM
    steve_382n steve_382n Nov 26, 2014 12:44 PM Flag

    I think you are probably about right on the timing, and really that would also fit with what Gayn said at the last CC. Also, if the insiders and private placement guys are willing to buy at $2.43, and they get a decent look at the company before doing it, why would I want to sell any shares at this price? I think I will stick around and see how it plays out.

  • Reply to

    Private Placement

    by tradenuggets Nov 25, 2014 4:16 PM
    steve_382n steve_382n Nov 25, 2014 9:47 PM Flag

    Not sure how much firepower the insiders have left, but it will be interesting to see who the buyers were. They were able to raise more than twice as much money as they raised in March of 2013 on basically the same number of shares. I kind of expect to see some new names on the list of investors this time.

  • Reply to

    Seeking Alpha article on AEHR

    by steve_382n Nov 22, 2014 10:49 AM
    steve_382n steve_382n Nov 25, 2014 12:01 PM Flag

    Not only has there been no pop, there isn't even any trading. So far today, at noon, 211 shares have traded. 200 early and 11 shares later in the morning. Who buys 11 shares at $2.43? My commissions are still $8.95 per trade, so that's about 25% of that trade value.

  • steve_382n by steve_382n Nov 25, 2014 8:01 AM Flag

    Haven't heard the CC yet, but from the PR it seems like my concerns would be similar to the last few quarters. Decent growth on the revenues, but unable to move it to the bottom line. At this rate, annual earnings should be $0.60 or less. So we are selling at over 20x PE and no profit growth since 2007 really. Revenues are up 50% since then, but earnings are basically flat. Am I missing something?

  • Reply to

    $80 resistance

    by steve_382n Nov 24, 2014 3:23 PM
    steve_382n steve_382n Nov 24, 2014 4:03 PM Flag

    Well, I noticed that someone had a sell order for almost 25,000 sitting at $80 on the close. That will take a fair amount of fire power to get through that.

  • steve_382n by steve_382n Nov 24, 2014 3:23 PM Flag

    Well, GGG has bumped up against the $80 level again. That makes about 5 times in the last 6 months. Wonder if it has the courage to breach the level this time, or if it will shrink in fear again.

  • steve_382n by steve_382n Nov 24, 2014 3:03 PM Flag

    Found this today. Also found a more detailed article that I posted on the IV (Investors Village) ATNY message board.

    Microsoft Corporation (NASDAQ:MSFT) [PR Newswire] – MONS, Belgium, and ORLANDO, Fla., Nov. 24, 2014 /PRNewswire/ — Dell Inc., ViaSat Inc. (VSAT), Microsoft Corp. (MSFT), Intel Corp. (INTC), and API Technologies Corp. (ATNY) through its subsidiary SST, today announced the launch of the Secure Venue Tablet, a new mobile computing solution for NATO and its member states. The specialised tablet combines the portability of a tablet and the power of a laptop, along with the ability to secure data up to Top Secret (United Kingdom and Canada) and Secret (NATO) accredited levels.

  • Reply to

    13D filing today.

    by steve_382n Nov 24, 2014 9:15 AM
    steve_382n steve_382n Nov 24, 2014 12:28 PM Flag

    He has had shares in a couple of accounts also. His 13G in Feb. showed 604,000 shares. I think they could have been open market purchases. There were a couple of days about two weeks ago that had fairly good volume and felt like a larger buyer was accumulating. Of course, I could be wrong.

  • steve_382n by steve_382n Nov 24, 2014 9:15 AM Flag

    Private Wealth Adv 401K PSP FBO John M. Schneider filed a 13D today disclosing the ownership of 983,000 shares. Mr. Schneider is also requesting a seat on the BOD, but just for advisory purposes. He is not proposing to replace the board. Interesting move.

  • Reply to

    Seeking Alpha article on AEHR

    by steve_382n Nov 22, 2014 10:49 AM
    steve_382n steve_382n Nov 24, 2014 8:52 AM Flag

    You are right about the date, but it only went to SA Pro subscribers on Thursday. A lot more people saw it later on Friday.

  • Reply to


    by pikuspapa Nov 22, 2014 10:23 PM
    steve_382n steve_382n Nov 23, 2014 7:51 PM Flag

    May not mean much. The share price has been pretty volatile over the last 5 months, since the 3D printing PR really. It's also made a pretty good move up from around 27 to 39, so you could expect some consolidation. Another thing is the news on the economy from Europe is still nothing to brag about. Nothing at this point to change my long term view on the company. FWIW.

  • We should get a pop out of this on Monday if anyone reads it.

    Aehr Test Systems: Market Not Fully Pricing In Impact Of New Product Launches

    •Expectations are muted ahead of two significant product launches as the stock trades in the middle of the 52-week range.
    •Two recently introduced products (FOX-1P and FOX-XP) deliver significant cost savings and yield improvement and helped quadruple the total addressable market to $400-500 million.
    •Two near term catalysts are the first expected shipments of FOX-1P by the end of 2014 and of FOX-XP in 2H15.
    •This should drive higher top and bottom line growth due to higher average selling prices and margins; this should enable utilization of the $33 million of NOLs.
    •The stock is a classic GARP play due to an attractive relative valuation; the float is reduced as insiders own 32% and two 5%+ holders own another 11%.

  • Guess AVD isn't the only one having problems. It doesn't bode all that well for AVD either.

    By Gabrielle Coppola Nov 20, 2014 4:55 PM ET

    Adama Agricultural Solutions Ltd. (ADAM), the world’s largest maker of generic agro-chemicals, postponed an initial public offering after failing to agree with investors on pricing.

    The company, which is 60 percent-owned by a unit of China National Chemical Corp., planned to raise as much as $423 million today to fund the acquisition of companies from ChemChina, as its owner is known. Airport City, Israel-based Adama planned to issue shares in a range of $16 to $18 to be traded on the New York Stock Exchange, according to a Nov. 10 filing.

    Adama, which was taken private by ChemChina in 2011 after it purchased a majority stake from Koor Industries Ltd., was marketing itself to investors amid a slump in grain prices that has sapped farmers’ appetite to buy the herbicides and fungicides that are the core of the company’s sales. Investors were reluctant to invest at the price range the company sought because of weak commodity prices, said an Adama press official, who asked not to be named because of company policy.

    “Investor sentiment toward companies that cater to the agricultural industry is pretty negative right now,” Matt Arnold, an analyst with Edward Jones in St. Louis, said in a telephone interview today. “These stocks can’t find a friend right now.”

    FMC Corp., a Philadelphia-based maker of agro-chemicals, is down 26 percent this year, compared with an 11 percent gain on the Standard & Poor’s 500 Index. (SPX) Monsanto Co., the world’s largest seed company has risen 2.6 percent this year.

    The Bloomberg Agriculture Index of seven farm products, excluding livestock, has tumbled 24 percent since the end of April on the outlook for rising supplies. American farmers will collect record corn and soybean harvests, the government has forecast.

  • steve_382n by steve_382n Nov 21, 2014 3:09 PM Flag

    Hey Algo. Have you looked at MTX, the company that bought ACO? I always thought the ACO business was good, but never liked the new management that took over after Washow left. MTX shares have done quite well since the takeover and they seem to be integrating the ACO business fairly quickly. I am just starting to look at MTX now. Hard to know where their earnings will settle out over the next year. Hate to buy anything at 52 week highs, but sometimes it works OK.

  • OK, my earlier concerns about having to buy back shares at an increased price proved unfounded (overly optimistic?). Seems like Raven could actually get the deal done at a 10% discount if they could buy back those $25 shares used for Integra at today's price. Of course, they would drive the price up quickly if they didn't spread the purchases out. Volume the last couple days has been just average. Hard to know how quickly the Integra group will want to sell their shares, but I would suspect they wouldn't be interested in selling a large block to Raven on a buyback at a discounted price. That would be a tough pill to swallow this soon.

    Decided to start a new topic because the Yahoo format drives me crazy when there are too many replies to a topic.

  • Reply to

    Fiscal 2015 3rd Quarter

    by erpichtauf Nov 20, 2014 12:40 PM
    steve_382n steve_382n Nov 20, 2014 1:18 PM Flag

    Good post "E".

    If they believe the following comment from the PR, what does "right sizing" mean? If you expect long term growth, why would you take steps to reduce your chances of participating? I wonder if they really have a clue. Is the competition really the problem or is it just weak demand due to poor crop prices, etc?

    According to Rykhus, "Our long-term view of the North American ag market remains optimistic. A growing global population and greater demands for food will ultimately support healthy growth—and Raven will be in an even better position to leverage our technology, expertise and product portfolio, with a leaner and more focused organization."

22.50-0.51(-2.22%)Nov 28 1:00 PMEST

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