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AMCOL International Corporation Message Board

steve_382n 119 posts  |  Last Activity: Apr 29, 2016 5:35 PM Member since: May 18, 2010
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  • Reply to

    Wednesday's opening

    by steve_382n Mar 30, 2016 9:47 AM
    steve_382n steve_382n Mar 30, 2016 10:15 AM Flag

    OK, now it's picking up. Just traded 32 shares. Wow. I have to pay $8.95 for each trade, but maybe others get free trades.

  • steve_382n by steve_382n Mar 30, 2016 9:47 AM Flag

    We traded 1 share in the first 15 minutes. Who buys or sells one share of a $1.11 stock?

  • steve_382n steve_382n Mar 29, 2016 5:19 PM Flag

    Thanks Algo, I hadn't seen that article yet. I just posted it on the Investor Village RAVN site if anyone wants to read it. Maybe that Loony project will actually take flight.

  • steve_382n by steve_382n Mar 28, 2016 2:28 PM Flag

    Well, so far we haven't collapsed in price, but there isn't any buying interest either. At 2:30 PM, we have 12,000 shares on the ask at 1.20 and 200 shares on the bid at 1.12. It would be a shame if Cypress/Spansion bagged them again. I am assuming Spansion is the 1P customer. If they bail out on what sounds like an order for 5 to 7 units that would be tough.

    I don't think I will buy any shares until there some assurance that these orders are real. I know it will be at a higher share price, but oh well.

  • Reply to

    Why the price gains after weak results?

    by questinvest Mar 17, 2016 9:32 PM
    steve_382n steve_382n Mar 27, 2016 11:46 AM Flag

    And, FWIW, this week's Barron's has an article titled:

    Wheat and Corn Prices Could Head Higher Soon

    I posted it on the RAVN board at IV

  • Reply to

    The Conference Call

    by chipmilke Mar 24, 2016 6:04 PM
    steve_382n steve_382n Mar 25, 2016 11:03 AM Flag

    You can find them searching for Chlebina Capital on Google. Looks like a small manager out of Akron OH. Seems like an odd match for AEHR, but who knows.

  • steve_382n steve_382n Mar 23, 2016 6:50 PM Flag

    From today's 8-K it looks like they are going to buy some in the $15 or so range also.

    On October 30, 2014, the Board of Directors authorized Raven Industries, Inc. (the “Company”) to spend up to a total of $40 million to repurchase shares of company stock (“Common Stock”).

    On March 18, 2016, the Board of Directors increased and extended such authorization of the Company to spend up to a total of $10 million dollars once the prior $40 million authorization limitation has been reached in order to repurchase Common Stock, effective as of March 21, 2016, until such additional spending limitation has been reached.

  • Reply to


    by sevendaywkend Mar 13, 2016 12:32 PM
    steve_382n steve_382n Mar 22, 2016 10:21 PM Flag

    I have no idea who Mario is. Thought maybe it was you. Ha.

  • Reply to


    by timofeymozgov Mar 21, 2016 4:21 PM
    steve_382n steve_382n Mar 21, 2016 8:34 PM Flag

    I also expect that XP to be a relatively low value unit. I found it very disappointing that they didn't get the 1Ps out the door as they guided. Seemed to me that they forced the XP out the door just to be able to say something was delivered. With the numerous delays, I didn't feel comfortable holding the large number shares I had, and have cut my position in half over the last month or so. Still have quite a few, but if they are going belly up, I wanted to at least get part of my money back. Should be interesting CC on Thursday at any rate.

  • Probably won't help us, but: From FBR & Co.’s chip analyst Christopher Rolland

    Industry LTs are now above 9.5 weeks on average but still well below cycle highs of 11 weeks set in May 2015. Indeed, February’s LT expansion was the first expansion we have witnessed since October (up just one day MOM in October) and may indicate industry stabilization and perhaps early signs of acceleration. Notably, NXP LTs fell just one day MOM, while Freescale LTs were up four days MOM. Together, we consider this trend constructive. Additionally, Broadcom’s lead times bounced back strongly, as January’s LT contraction appears short lived. Given industry LT expansion, we see decreasing risk to 1Q16 Street estimates, which call for a –4% QOQ decrease.

  • Reply to

    Why the price gains after weak results?

    by questinvest Mar 17, 2016 9:32 PM
    steve_382n steve_382n Mar 18, 2016 8:25 AM Flag

    Well, my theory, which I mentioned a couple weeks ago, is that oil and grain prices may have bottomed. Soybeans are really not that cheap. Except for a spike up in 2012 and 2014, beans are as high as they have ever been and farmers should be quite profitable with them. Corn, while still cheap, is up from an average of about $2.50 during 1998 to 2007 to the current price of $3.70. Probably about flat adjusted for inflation. And finally, oil even after this crash is at $42 or so which is higher than any time prior to the run up in 2004. If it could stabilize between $50 and $60, you might see some recovery in the exploration and production area. Raven earnings won't improve instantly, but some people will try to get in early hoping for a turn. Whether it happens, we will have to wait and see.

  • Reply to

    Should Rhea still be chairman?

    by tradenuggets Mar 15, 2016 5:17 PM
    steve_382n steve_382n Mar 17, 2016 7:55 AM Flag

    Since they did a PR on the single XP "delivery" a couple weeks ago, I guess there is nothing to prevent them from announcing 1P deliveries prior to the earnings CC. Just dreaming.....

  • Reply to

    Warren taking SXCL to the pink sheets.

    by steve_382n Mar 12, 2016 8:37 PM
    steve_382n steve_382n Mar 16, 2016 5:13 PM Flag

    I have owned a couple of companies that went to the pink sheets. One of them turned into a buyout that I made money on by getting lucky on picking up some cheap shares prior to the buyout, but it took 2 years from the pink sheet listing to the buyout and many other holders didn't do as well. Another pink sheet I owned for a while went belly up. Overall, I wouldn't get into one on purpose.

  • Reply to

    Should Rhea still be chairman?

    by tradenuggets Mar 15, 2016 5:17 PM
    steve_382n steve_382n Mar 15, 2016 8:30 PM Flag

    He still owns 10% of the company also. I can't see them hiring or needing to hire a new Chairman right now. They need to ship some systems. I think they may need to hire the correct technical people, rather than management.

  • Reply to

    Insider buy

    by steve_382n Mar 14, 2016 5:22 PM
    steve_382n steve_382n Mar 15, 2016 8:24 PM Flag

    Smaller purchase, but Director Jason M Andringa also bought 1,500 shares on the open market.

  • steve_382n by steve_382n Mar 15, 2016 4:05 PM Flag

    No financial details.

    BROOKINGS, S.D., March 15, 2016 (GLOBE NEWSWIRE) -- Daktronics Inc. (DAKT) recently acquired ADFLOW Networks, Inc. (“ADFLOW”). ADFLOW specializes in delivering digital media solutions to leading retailers, convenience stores and other businesses throughout North America.

    ADFLOW will operate as a subsidiary of Daktronics from its Burlington, Ontario headquarters. ADFLOW’s workforce of experienced sales, service, and software engineering teams will continue to focus on delivering state-of-the-art digital media solutions to new and existing customers. Further terms of the agreement are confidential.

  • steve_382n by steve_382n Mar 14, 2016 5:22 PM Flag

    I see Director Marc LeBaron bought 14,662 shares on the open market for his spouse. Pretty good size purchase, I guess. Better than a sell.

  • Reply to

    form 4 was just released

    by timofeymozgov Mar 14, 2016 1:13 PM
    steve_382n steve_382n Mar 14, 2016 5:17 PM Flag

    If they are going to have to do another financing, I would expect insiders to wait for that to show confidence on the secondary. They would need to buy a fair amount in order to entice other buyers to join them.

  • Reply to

    Takeover candidate?

    by steve_382n Feb 23, 2016 10:12 AM
    steve_382n steve_382n Mar 14, 2016 1:38 PM Flag

    No news, but a few headlines on articles like "Daktronics-Equipped Venues Prep to Host for NCAA Men's Basketball Tournament" could bring some short term interest to the stock. I have no idea when or if someone might take an interest in trying to get more value from this company. Could happen via an activist shareholder or a competitor. Or, maybe not at all. I could be just hoping. Still, they need to do something longer term. Profits should be easily double what they are currently with the revenues they have. They earned 60 cents on half of current revenues in 05 and 06. The margins are supposed to get better when revenues increase, so they should be earning $1.00 to $1.50 on double the revenues for this year. Clearly that's not in the current forecast.

  • Reply to


    by sevendaywkend Mar 13, 2016 12:32 PM
    steve_382n steve_382n Mar 13, 2016 9:28 PM Flag

    Hope you are right.