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AMCOL International Corporation Message Board

steve_382n 913 posts  |  Last Activity: Mar 27, 2015 10:45 AM Member since: May 18, 2010
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  • Reply to

    tender offer

    by algo41 Mar 27, 2015 9:39 AM
    steve_382n steve_382n Mar 27, 2015 10:45 AM Flag

    In this case, I assume Warren L would be an affiliate:

    "Affiliate" is a term used in the securities laws to refer to a person in a relationship of control with a company. "Control" denotes the power to direct the management or policies of the company in some way (e.g. by voting or by contract), and this is generally means a director, executive officer, or large-block shareholder (usually 10% or more). The term also applies to people who live in the same household as the affiliate, and to trusts or estates in which an insider has an interest or serves as a trustee. The shares affiliates own are also called control stock, and if not registered with the SEC can also be restricted securities (which should not be confused with restricted stock).

    An affiliate has restrictions and reporting requirements on company-stock sales under Rule 144 and Section 16(a). Affiliates must also comply with the rules on insider trading that apply to everybody. Even if you are not an affiliate, you must still follow the Rule 144 holding period rules (plus any company restrictions) before you can resell unregistered stock.

    Any resale of shares by an affiliate (including anyone who has been an affiliate during the three months before the resale) must follow each condition in Rule 144. However, no holding period applies under Rule 144 when the affiliate buys the stock on the open market or receives SEC-registered shares, such as through grants of stock compensation registered on Form S-8.

  • Reply to

    Ouch - Still waiting

    by steve_382n Mar 26, 2015 4:06 PM
    steve_382n steve_382n Mar 26, 2015 4:34 PM Flag

    My concern is they are now 6 to 9 months behind on earlier Fox-1P delivery estimates. At this rate, we could see the XP before the 1P. We also need to see orders on the older stuff, not just interest.

  • Reply to

    Ouch - Still waiting

    by steve_382n Mar 26, 2015 4:06 PM
    steve_382n steve_382n Mar 26, 2015 4:11 PM Flag

    Are they going to need to raise more money until (if?) deliveries can start? The share price will surely drop under $2.00 tomorrow.

  • steve_382n by steve_382n Mar 26, 2015 4:06 PM Flag

    That's not going to be what anyone wanted to hear.

  • Reply to

    Expectations

    by tradenuggets Mar 25, 2015 8:20 PM
    steve_382n steve_382n Mar 26, 2015 2:31 PM Flag

    Another thought. It's hard to imagine if we were going to have really good new, it wouldn't have leaked out by now. If they surprise us with really good news, I will give them a lot of credit for keeping it under their hat. Flip side I guess is if it's bad, they did a good job of keeping that quiet also. Trading has certainly dried up in the last week.

  • Reply to

    Expectations

    by tradenuggets Mar 25, 2015 8:20 PM
    steve_382n steve_382n Mar 26, 2015 11:25 AM Flag

    I think I will just wait and see what we get. I am concerned we haven't had an announcement before now, but maybe it all gets cleared up this afternoon.

  • steve_382n by steve_382n Mar 25, 2015 2:42 PM Flag

    OK, I posted 3 messages this week and they are all gone. Not even going to post them again.

  • steve_382n by steve_382n Mar 24, 2015 2:18 PM Flag

    Interesting move. There was talk this morning that she might tend to push Google into more mundane things like making money now, instead of pie in the sky endeavors. Google Glass may be out, and I wonder about Loon. I haven't been counting on Loon to save Raven, but I wonder how much the current Raven management is betting on Loon. Thoughts? Who knows, maybe Loon is the next great thing.

    “After a 28-year career at Morgan Stanley, Ruth Porat has decided to leave the firm to take on a new role in Silicon Valley and return to her California roots,” Mr. Gorman wrote. “It is with a heavy heart that we see her go.”

  • steve_382n by steve_382n Mar 20, 2015 5:27 PM Flag

    Interesting. Up $1.67 on over 600,000 shares. 10 time normal volume. One big trade at the close, so maybe a couple of funds moving things around.

    3/20/2015 15:59:58 NASDAQ NM 100 31.91
    3/20/2015 15:59:59 NASDAQ NM 300 31.90
    3/20/2015 16:00:00 NASDAQ NM 361146 31.90
    3/20/2015 16:11:22 NASDAQ NM 200 31.72
    3/20/2015 16:18:41 NASDAQ NM 29795 31.90
    3/20/2015 16:19:33 NASDAQ NM 3105 31.90
    3/20/2015 16:20:28 NASDAQ NM 8769 31.90
    3/20/2015 16:30:53 NASDAQ NM 800 31.90
    3/20/2015 16:32:43 NASDAQ NM 1 31.20
    3/20/2015 16:41:13 NASDAQ NM 254 31.90

  • steve_382n by steve_382n Mar 18, 2015 3:29 PM Flag

    At least for today, the dollar rise has stopped. Pretty good recovery since last weeks lows in the $28 range.

  • Reply to

    Raven lays off about 75 last week

    by steve_382n Mar 15, 2015 4:09 PM
    steve_382n steve_382n Mar 18, 2015 3:22 PM Flag

    Another article in the paper said total layoffs were 115, with 75 being local. I posted a couple of articles on Raven at the IV message board for Raven.

  • It would be nice to think someone knows something, but hard to say. It's the last day of the BiTS Workshop, so it's possible some deals are being discussed. No PR on the SEMICON Shanghai show, so hard to know whether they are attending that one or not. It runs through tomorrow if they are there. Recent price and volume could just be another loser like me trying to guess which way we go.

  • steve_382n by steve_382n Mar 17, 2015 4:56 PM Flag

    These guys drive me crazy. My spreadsheet with over 10 years of quarterly earnings and revenues is trashed again. They restated the last 4 or 5 years of results again. Of course, just for the annual data, not quarterly. It looks like a good earnings and revenue report, but the special events that just never quit, I can't really get a handle on how they are doing. Oh well, maybe I will take a day and just try to sort it out again.

  • steve_382n by steve_382n Mar 17, 2015 1:40 PM Flag

    CODE is not trading now, so I guess the deal is done. No reason for Cypress/Spansion not to buy AEHR equipment now, if they think it adds value to the product testing cycle. I could see them needing to wait until the merger was completed and maybe a little after that while they digest the move.

  • Reply to

    Blast from the past

    by steve_382n Mar 17, 2015 1:03 PM
    steve_382n steve_382n Mar 17, 2015 1:05 PM Flag

    That deal was announced in December of 2001. Would have been a split adjusted $18 or $19 per share. Less than a double since then, I guess. Ouch.

  • steve_382n by steve_382n Mar 17, 2015 1:03 PM Flag

    I assume that Tyco went into their fail mode shortly after this deal was announced. Not sure when I started following MGRC, but just happened to find this article today.

    PEMBROKE, Bermuda and LIVERMORE, Calif., Dec. 20 /PRNewswire/ -- Tyco International Ltd. (NYSE: TYC; LSE: TYI; BSX: TYC), a diversified manufacturing and services company, and McGrath RentCorp (Nasdaq: MGRC), a leading rental provider of modular offices and classrooms and electronic test equipment, announced today that they have entered into a definitive agreement pursuant to which a subsidiary of Tyco will acquire McGrath RentCorp. The transaction is valued at $38.00 per share to McGrath RentCorp shareholders or approximately $482 million, based on McGrath RentCorp's 12.7 million outstanding shares. The consideration will be paid by Tyco in the form of cash and Tyco shares. McGrath RentCorp shareholders will have the right to elect the percentage of their consideration paid in cash or Tyco shares, subject to the limitation that no less than 50% and no more than 75% of the consideration will be in the form of shares.

  • steve_382n by steve_382n Mar 16, 2015 5:59 PM Flag

    OK, I haven't followed this very much, but just looked at the PR today. A loss of $3.00 per share due to goodwill write downs. Seems like their timing on the energy assets could not have been much worse with the drop in energy prices. Is there anything positive going forward?

  • Reply to

    Upcoming Events from AEHR Website

    by assumption88888 Mar 6, 2015 8:06 AM
    steve_382n steve_382n Mar 16, 2015 1:40 PM Flag

    Don't remember them doing a PR for this show in the past. Does it mean anything???

    Fremont, CA (March 16, 2015) – Aehr Test Systems (NASDAQ: AEHR), a worldwide supplier of semiconductor test and burn-in equipment, today announced that it is participating in the sixteenth annual Burn-in and Test Strategies (BiTS) Workshop taking place March 15-18, 2015 in Mesa, Arizona.

    The BiTS Workshop is the world’s premier workshop dedicated to providing a forum for the latest information about burn-in and test tooling and related fields. It includes a comprehensive technical program, exhibits of the latest products and services, and opportunities to meet, network and explore ideas with other test and burn-in strategies professionals.

  • steve_382n by steve_382n Mar 15, 2015 7:09 PM Flag

    Reasonable overview of Raven and some well thought out comments by readers of the article.

    http://seekingalpha.com/article/3001386-raven-industries-good-buying-opportunity-with-recent-stock-decline?auth_param=rvcd:1agae1l:b524720cc2a1ea87dfce717902758fd3&uprof=44

  • Saw an article in the Argus Leader. Posted the whole article at the IV site. Looks like they are taking the first painful steps to align supply with demand.

    Excerpt:

    Seventy-five local households learned a difficult lesson last week about the power and reach of agriculture's influence on the Sioux Falls economy.

    In a boom town renowned for its diversity of industry — from health care to financial services, retail and tourism to construction — Raven Industries reminded everyone that Sioux Falls is not an isolated economic island in the sea of South Dakota agriculture.

    A dramatic fall in commodity prices has settled into the bottom line at the company's downtown Sioux Falls headquarters. With farmers earning less money per bushel of corn or soybeans, they have less money to invest in the kind of applied technology that has driven Raven's business — the field computers, the auto steering, the GPS-guided controls.

    "Farmers don't have money to spend on equipment," Raven president and CEO Dan Rykus explained. "They've done fine the last two or three years, but there's a lot of anxiety (now)."