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AMCOL International Corporation Message Board

steve_382n 101 posts  |  Last Activity: 29 minutes ago Member since: May 18, 2010
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  • steve_382n steve_382n 29 minutes ago Flag

    Guess we could pull back a little, but those were still pretty good result. Record revenues and earnings for any Q4. Revs were a little better than my guess, but per share was a little worse. Market looks ready to tank today also.

  • Reply to

    With collapsing ruble today

    by madtrader666 17 hours ago
    steve_382n steve_382n 35 minutes ago Flag

    If you look at the 10-K, it doesn't look like they sell much product to Russia.

    Worldwide export sales for 2013, 2012 and 2011 were as follows:


    2013 2012 2011

    Mexico $ 15,661 $ 17,980 $ 16,616
    South & Central America 15,491 16,374 11,991
    Europe 12,942 9,744 5,931
    Asia 8,129 7,308 8,469
    Africa 8,322 7,229 8,234
    Australia 2,692 4,444 3,395
    Canada 3,976 4,320 4,270
    Middle East 2,500 2,495 3,876
    Other 59 15 672

    $ 69,772 $ 69,909 $ 63,454

  • Reply to

    XP Evaluation unit PR

    by steve_382n 12 hours ago
    steve_382n steve_382n 48 minutes ago Flag

    I saw a headline go across on the CNBC ticker about Texas Instruments being helped by sales into the automotive market. Sounds like right up our alley. Be nice to see one of those FOX-1Ps going to TI.

  • This is really a little sooner than I expected for the XP evaluation. Still a long way to go, but sounds somewhat promising. Would like to see the first 1P go out the door also. I guess the XP will really be the one that matters if they can pull it off.

    FREMONT, Calif., Jan. 26, 2015 (GLOBE NEWSWIRE) -- Aehr Test Systems (AEHR), a worldwide supplier of semiconductor test and burn-in equipment, today announced a purchase order from a leading IC manufacturer for a custom FOX Multi-Wafer Test System WaferPakTM Contactor and evaluation activities that will enable the manufacturer to qualify Aehr Test's next-generation FOX-XP multi-wafer system and FOX WaferPakTM Contactor for production test and burn-in of its devices. The customer evaluation plan includes milestones for providing the WaferPak contactor, developing test plans and supporting correlation studies over the next two quarters.

    Gayn Erickson, President and CEO of Aehr Test Systems, commented, "We are very excited to announce this agreement representing our first customer commitment to evaluate the FOX-XP solution. This is an important commitment from this customer that can lead to a significant opportunity for Aehr Test, and we believe that this customer's application is a great fit for our next-generation multi-wafer test system."

  • Let's see if they called the earnings report correctly when it comes out later today.

    Graco lower on downgrade

    Jan 26 2015, 09:21 ET | About: Graco Inc. (GGG) | By: Yoel Minkoff, SA News Editor

    Prior to its Q4 results after the closing bell, Graco (NYSE:GGG) has been downgraded at Oppenheimer to Perform from Outperform due to valuation of shares around its previous price target of $80 as well as outsized currency risks.
    GGG -1% premarket

  • steve_382n by steve_382n Jan 23, 2015 10:29 PM Flag

    Looks like Thomson Horstmann & Bryant Inc. increased their holdings by about 100,000 shares this year to a little over 8%.

  • Reply to

    Approaching Private Placement price

    by tradenuggets Jan 15, 2015 4:58 PM
    steve_382n steve_382n Jan 15, 2015 9:56 PM Flag

    I can't buy all the shares, but I did pick up a few more today at 2.50. I just reread the CC transcript and this statement below stands out. Sounds like they see their total addressable market (TAM) as about $500 million annually. Does a substantial share of this market equal 20% or even more. 20% would be $100M per year and if AEHR was valued at even 1 times sales, that would be $8 or $9 per share. Pick your numbers and multiplier I guess, but if they can pull it off that would be nice. Still, we could see priced drift lower as we wait. Will be interesting to see if any other buyers step in.

    With the addition of these new emerging markets and use cases, we’re adding more than $300 million annually to our existing $200 million total available market. We believe that the significant competitive advantages we’ve with our new product offerings give us the ability to gain a substantial share of this increased market and will allow us to grow our revenue substantially in the future.

  • Reply to

    Another Seeking Alpha article

    by steve_382n Jan 13, 2015 1:32 PM
    steve_382n steve_382n Jan 14, 2015 10:52 AM Flag

    Not much trading for sure. There are only 6.5 million shares outstanding and per Yahoo, about 80% of those are held by institutions, mutual funds, and insiders. That leaves only about a million shares available for trading and many of those are held by longer term investors (like me) that are holding for much higher prices. Makes it hard for any investor or fund that wants to pick up more than 1,000 shares.

  • Excerpt from another positive article on Hurco:

    Hurco: The Growth Story Is Far From Over

    Jan. 12, 2015 1:06 PM ET | About: Hurco Companies, Inc. (HURC)

    Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)

    Summary
    •Hurco announced another year of double-digit growth in revenues as well as new orders.
    •The company's performance is finally approaching pre-recession levels.
    •Having a strong cash position and no debt creates a cushion of safety for investors.
    •This company deserves a higher valuation.

  • Reply to

    NXP Semi

    by steve_382n Dec 14, 2014 8:25 PM
    steve_382n steve_382n Jan 12, 2015 10:43 PM Flag

    Saw NXP Semi mentioned in Barron's this week regarding their automotive products. (NXPI)

    Excerpt:
    NXP has even more significant usages in its sight beyond wireless thermometers. The company is helping to develop wireless technology that will tell drivers when a driver three cars ahead of them has suddenly hit the brakes, thus reducing collisions.

  • steve_382n by steve_382n Jan 12, 2015 1:42 PM Flag

    Monday 12 January 2015 | 18:02 CET | News

    Microwave networking services company, Aviat Networks has reached an agreement with Steel Partners Holdings and Lone Star Value Management, related to Aviat's fiscal 2014 Annual Meeting of Stockholders. Under the agreement, effective 11 January, Aviat appointed James R. Henderson, John Mutch, Robert G. Pearse and John Quicke to its board of directors. Also effective 11 January, Clifford H. Higgerson, Raghavendra Rau, Mohsen Sohi and Edward F. Thompson retired from the board. Messrs. Henderson, Mutch, Pearse and Quicke will each be included in Aviat's slate of director nominees for election at the 2014 Annual Meeting along with four of Aviat's current directors, Chuck Kissner, William A. Hasler, Michael A Pangia and Dr. James Stoffel.

  • steve_382n by steve_382n Jan 12, 2015 1:03 PM Flag

    You can probably google for this title:

    Orders, Revenue, And Margins Continue To Expand At Hurco

    Excerpt from article:

    Can Hurco Deliver Back-To-Back Double-Digit Growth?

    Given that Hurco's recent revenue results have been close to my estimates, I'm not making any big changes here. I've goosed up my FY 2015 revenue forecast by half a percent to just under 10% and I'm certainly hopeful that the company can deliver back-to-back years of double-digit growth. I have made upward adjustments to gross margin and operating margin, though, and have also tweaked the capex and depreciation expectations. The resulting changes aren't enormous, but they do add about 3% to 5% to the annual FCF figures for the next five years.

    The Bottom Line

    Those adjustments to the FCF estimates don't sound like a lot, but they do add up. So much so, in fact, that my fair value goes up about 10% to just under $47. Net cash on the balance sheet is more than 16% of that value. I'm absolutely okay with Hurco keeping cash on hand to help it withstand the next cyclical downturn, but I nevertheless see an opportunity for management to improve its dividend and/or consider strategic acquisitions.

  • steve_382n by steve_382n Jan 12, 2015 10:13 AM Flag

    I assume that the market is adjusting the price down assuming that Adler Tanks is suffering with the drop in crude oil prices. Hard to say whether the rest of the business can compensate for a decline in tank rentals that have been used for fracking.

  • Reply to

    Conference Call

    by steve.helton Jan 8, 2015 5:55 PM
    steve_382n steve_382n Jan 9, 2015 11:02 AM Flag

    Yes, looks like Hurco is finally starting to roll. Would love to see AEHR start reporting good revenues and earnings one of these days. May not be that far away.

  • Reply to

    Let the "Glory" begin!!

    by thomasmurphy01 Jan 9, 2015 9:42 AM
    steve_382n steve_382n Jan 9, 2015 10:13 AM Flag

    So, what do we expect for FY 2015? Revenues of $250 million and earnings of $3.25 is my guess. Should be enough for $45 to $50 per share. If the world economy ever takes off, they could beat that also.

  • Reply to

    Conference Call

    by steve.helton Jan 8, 2015 5:55 PM
    steve_382n steve_382n Jan 9, 2015 10:05 AM Flag

    No sellers today, and no buyers either. Did anyone else think the operator sounded like Bart Simpson's mom Marge?

  • Reply to

    Q2

    by tradenuggets Jan 8, 2015 4:08 PM
    steve_382n steve_382n Jan 8, 2015 4:40 PM Flag

    One thing that may have impacted the current quarter is probably the Cypress-Spansion merger. I would think Spansion would have kept purchases to a minimum while those negotiations were ongoing.

  • Reply to

    Q2

    by tradenuggets Jan 8, 2015 4:08 PM
    steve_382n steve_382n Jan 8, 2015 4:36 PM Flag

    It's never as easy as you hope I guess. Seems like the big news is just on the horizon. I agree though, starting to ship the FOX-1P would be wonderful. I also like the sound of having several 1P system orders in the backlog. Will be interesting to see if they give any guidance on the XP development. Keep thinking I will wake up some morning and see the share price has doubled, but not yet. Feels like a small biotech waiting for signs of efficacy in P1 or P2 trials.

  • Reply to

    Another big spread on the B/A this morning

    by steve_382n Jan 8, 2015 9:47 AM
    steve_382n steve_382n Jan 8, 2015 11:02 AM Flag

    Crazy machines. Well, I raised my bid 3 or 4 times, up to $2.35. The computers followed me up each time. Finally, some other real bids came in about 11 AM at $2.69 per share. So, I pulled my bargain bids for the day.

  • Looks like everyone has placed their bets and are just waiting for the report. I put a bid in for 10K at $2.20 this morning in case someone is desperate to sell or makes a mistake and enters a market order. Yesterday, the bid stayed low for an hour or two before moving up to $2.75 or so later in the day.

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