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AMCOL International Corporation Message Board

steve_382n 119 posts  |  Last Activity: Jul 24, 2014 12:52 PM Member since: May 18, 2010
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  • Reply to

    Beware the recent run

    by assumption88888 Jul 11, 2014 6:53 PM
    steve_382n steve_382n Jul 12, 2014 2:04 PM Flag

    Sometimes I do a little trading around my primary position. I was lucky and picked up some extra shares at $1.90 a few weeks ago and sold them for almost a dollar profit this week. But, I still have a very large (for me anyhow) position. Let's see what news we get this week on Thursday. Still think it will be another Q or 2 before the revenues really start to increase. Just hoping for very positive comments this time. This Q could be just break even I think.

  • Rheumatoid Arthritis Therapies = RAT
    Anyone remember symbol HIV?

  • This report came out today. B. Riley was the only caller on the CC.

    API Technologies Corp (NASDAQ:ATNY)‘s stock had its “buy” rating reiterated by equities research analysts at B. Riley in a research note issued to investors on Friday. They currently have a $3.75 price target on the stock. B. Riley’s price target indicates a potential upside of 53.06% from the stock’s previous close.

  • Reply to

    Who could be selling?

    by johnrobert1964 Jul 10, 2014 7:15 PM
    steve_382n steve_382n Jul 11, 2014 9:14 AM Flag

    For perspective, this traded in the $6 range back in 2010. Hope we don't see that, but it's possible if they don't get busy.

  • Reply to

    Who could be selling?

    by johnrobert1964 Jul 10, 2014 7:15 PM
    steve_382n steve_382n Jul 11, 2014 9:12 AM Flag

    It's only due for a rebound if they are going to fix the earnings. Right now, the estimate is for earning $0.61 for the year. If you give that a 15x PE, that's only about $9 share price. So unless the analysts are wrong and AVD is really doing better than that, Fan may be right about the single digit price target.

  • Reply to

    Earnings Report Q2 2014

    by steve_382n Jul 9, 2014 8:11 PM
    steve_382n steve_382n Jul 10, 2014 10:56 AM Flag

    They talked about a couple of items getting pushed from Q2 to Q3. Only one analyst on the call. He asked most of the right questions, but it's not clear which Q may show a profit. Hope Warren and SP know what they are doing. They did mention that the BOD is reviewing strategic options, so there is still that hope.

  • Reply to

    Move up next week?

    by steve_382n Jun 27, 2014 8:40 PM
    steve_382n steve_382n Jul 10, 2014 8:00 AM Flag

    Well, my rally lasted about 3 days and we are now back near the 52 week lows. I can only assume that since Q2 is completed, the numbers are leaking out to those closer to the action and they must not be so good. I was hoping for an update on inventories, but it looks like they are just going to wait until the quarterly report at the end of the month.

  • Reply to

    Conference Presentation

    by assumption88888 Jul 9, 2014 7:45 AM
    steve_382n steve_382n Jul 10, 2014 7:45 AM Flag

    Here are the last 50 trades from yesterday.
    Date Time Exch. Size Price
    7/9/2014 12:04:32 100 2.87
    7/9/2014 12:08:39 NASDAQ NM 100 2.82
    7/9/2014 12:16:16 NASDAQ NM 200 2.85
    7/9/2014 12:17:24 NASDAQ NM 6 2.90
    7/9/2014 12:17:30 NASDAQ NM 1500 2.90
    7/9/2014 12:17:41 NASDAQ NM 2129 2.90
    7/9/2014 12:17:43 NASDAQ NM 100 2.90
    7/9/2014 12:17:43 NASDAQ NM 600 2.90
    7/9/2014 12:17:43 NASDAQ NM 200 2.90
    7/9/2014 12:17:55 NASDAQ NM 465 2.90
    7/9/2014 12:26:02 40 2.95
    7/9/2014 12:39:00 NASDAQ NM 70 2.94
    7/9/2014 12:46:16 NASDAQ NM 100 2.90
    7/9/2014 13:07:55 NASDAQ NM 100 2.65
    7/9/2014 13:08:04 NASDAQ NM 2000 2.55
    7/9/2014 13:10:28 NASDAQ NM 100 2.70
    7/9/2014 13:10:28 NASDAQ NM 100 2.70
    7/9/2014 13:10:28 NASDAQ NM 200 2.87
    7/9/2014 13:10:28 NASDAQ NM 200 2.87
    7/9/2014 13:10:29 NASDAQ NM 100 2.70
    7/9/2014 13:10:29 NASDAQ NM 100 2.70
    7/9/2014 13:10:29 NASDAQ NM 100 2.87
    7/9/2014 13:10:35 NASDAQ NM 100 2.70
    7/9/2014 13:10:44 NASDAQ NM 75 2.70
    7/9/2014 13:10:44 NASDAQ NM 25 2.70
    7/9/2014 13:10:49 NASDAQ NM 100 2.70
    7/9/2014 13:10:49 NASDAQ NM 900 2.70
    7/9/2014 13:11:56 NASDAQ NM 100 2.87
    7/9/2014 13:41:35 NASDAQ NM 251 2.75
    7/9/2014 13:42:27 PSE 100 2.66
    7/9/2014 13:59:49 300 2.80
    7/9/2014 13:59:49 NASDAQ NM 300 2.82
    7/9/2014 13:59:49 NASDAQ NM 100 2.82
    7/9/2014 13:59:49 NASDAQ NM 100 2.82
    7/9/2014 13:59:49 100 2.82
    7/9/2014 13:59:49 100 2.82
    7/9/2014 14:43:58 NASDAQ NM 70 2.55
    7/9/2014 14:55:23 100 2.82
    7/9/2014 14:55:23 100 2.82
    7/9/2014 14:55:23 100 2.82
    7/9/2014 14:55:23 NASDAQ NM 400 2.85
    7/9/2014 14:55:23 NASDAQ NM 200 2.85
    7/9/2014 14:55:26 NASDAQ NM 100 2.82
    7/9/2014 15:22:06 NASDAQ NM 100 2.83
    7/9/2014 15:22:06 NASDAQ NM 1900 2.83
    7/9/2014 15:22:06 BATS 100 2.83
    7/9/2014 15:22:06 NASDAQ NM 300 2.83
    7/9/2014 15:22:06 NASDAQ NM 200 2.83
    7/9/2014 15:22:06 NASDAQ NM 100 2.83
    7/9/2014 15:30:22 NASDAQ NM 300 2.64

  • Or lack there of, I guess. I will be interested to hear the CC tomorrow, but today's numbers were a little disappointing. The backlog sounds OK.

  • Reply to

    Conference Presentation

    by assumption88888 Jul 9, 2014 7:45 AM
    steve_382n steve_382n Jul 9, 2014 3:48 PM Flag

    I would imagine they would be cautious about giving too much info that wasn't included in the presentation. Hoping for more details next week in the earnings report and CC.

  • Reply to

    Conference Presentation

    by assumption88888 Jul 9, 2014 7:45 AM
    steve_382n steve_382n Jul 9, 2014 8:03 AM Flag

    Thanks. It's also available on the SEC website as part of an 8K filed today. Nicely done presentation. Reading between the lines, it seems like AEHR is now getting about 20% of the current TAM of $100M. If they can also get 20% of the expanded market of $4-500M, that would get revenues up close to $100M annually.

  • Reply to

    Computers and Cars

    by steve_382n Jul 4, 2014 11:18 AM
    steve_382n steve_382n Jul 8, 2014 7:01 PM Flag

    Thanks. I thought we were going to breakout to the upside today, but it lost a little momentum at the end. Still, market was very weak. Gayn has a presentation tomorrow that will also be available at the AEHR website.

  • Reply to

    Computers and Cars

    by steve_382n Jul 4, 2014 11:18 AM
    steve_382n steve_382n Jul 6, 2014 5:43 PM Flag

    A little more from the same article.

    Growth Drivers and Revenue Enhancement
    Texas Instruments generates revenue from all over the world. The company generates around 60% of its revenue from Asia, not including Japan. This area of the world is one of the fastest-growing. In contrast to Broadcom, Texas Instruments does not have a large customer that it relies on to generate more than 10% of its sales. Texas Instruments has strong sales in automotive and industrial, which should be large drivers of growth going forward. According to a PricewaterhouseCoopers study, the automotive industry, especially in China, is positioned to continue its impressive growth, with additional families purchasing automobiles and additional chips per automobile. PricewaterhouseCoopers believes that the automotive chip segment will grow by 12.2% annually in the BRIC region (Brazil, Russia, India, China and South Africa) and 7.1% annually in the U.S. over the next three years. In total, the research firm expects the automobile industry to grow by 6.8% annually. Texas Instruments is well positioned to benefit from this growth.

  • Reply to

    Computers and Cars

    by steve_382n Jul 4, 2014 11:18 AM
    steve_382n steve_382n Jul 6, 2014 5:41 PM Flag

    Here is an excerpt from another article I am reading about the semi business. Note the one part per million defect statement.

    Morningstar provided some great insight on the strength of Texas Instruments’ intellectual capital, stating that the company’s proprietary designs represent an effective barrier to entry. “Analog engineering talent is difficult to come by, as greater emphasis is placed on digital chip improvements, and it often takes years to train up-and-coming analog engineers in the intricacies of chip designs. Thus, it is extremely difficult for startups to replicate the many years of analog expertise held by incumbents.” Large analog chipmakers also face stringent quality requirements in some markets, such as the automotive industry, where defects can be as low as one part per million. This makes it extremely difficult for new, smaller companies to compete with the major players, even though the analog marketplace is quite fragmented. In addition, there is not much of a price difference among analog chips, so customers purchase analog chips based on performance, which gives Texas Instruments’ proprietary designs even more weight.

  • steve_382n by steve_382n Jul 4, 2014 11:18 AM Flag

    There is an article in this weeks Barron's about how cars are getting more computer like. We are hoping the testing of these devices will help AEHR Test.

    Excerpt from article:

    What Kind of Computer Will You Drive?

    The computing functionality in cars will outstrip smartphones. Potential winners include Qualcomm, Nvidia, Apple, and Google.

    By
    Tiernan Ray
    July 5, 2014

    A friend recently described the first time he sat behind the wheel of a Tesla Model S sedan this way: "It is like driving the iPad of cars." In more ways than one.

  • steve_382n by steve_382n Jul 3, 2014 9:32 AM Flag

    I like the top secret part of the PR. At least the call it a multi-million order.

    ORLANDO, Fla., July 3, 2014 /PRNewswire/ -- API Technologies Corp. (ATNY) ("API" or the "Company"), a leading provider of high performance RF/microwave, power, and security solutions for critical and high-reliability applications, announced today it has received a new order to supply high-power amplifier systems as part of a DoD maritime requirement. This initial order is part of a multi-million dollar program with first production delivery set for May 2015.

    This order follows API's announcement of its expanded power amplifier product line made at the IEEE MTT-S International Microwave Symposium last month.

    No additional information is available due to the secure nature of this program.

  • steve_382n by steve_382n Jul 2, 2014 4:32 PM Flag

    OK, last week we dropped, this week we rallied. Volume wasn't enough either way to be convincing. Evidently AEHR is keeping the news quiet and that's a good thing. I hate it when everyone but me gets the news before the PR. We really need some hard data to determine where this goes over the next year. I think AEHR is scheduled to be at a conference next week and then earnings the following week.

    FREMONT, Calif., June 19, 2014 (GLOBE NEWSWIRE) -- Aehr Test Systems (AEHR), a worldwide supplier of semiconductor test and burn-in equipment, today announced that Gayn Erickson, President and CEO, will participate in the Sixth Annual CEO Investor Summit 2014 on Wednesday, July 9, 2014 in San Francisco, California.

  • steve_382n by steve_382n Jun 30, 2014 5:11 PM Flag

    OK, in addition to the shares they bought back due to the 1 for 500 for 1 split, they are now buying back another 500,000 shares.

    Item 8.01. Other Events.

    On June 24, 2014, the Board of Directors of Steel Excel Inc., a Delaware corporation (the “Company”), approved the repurchase of up to an aggregate of 500,000 shares of the Company's common stock. Any such repurchases will be made from time to time on the open market at prevailing market prices or in negotiated transactions off the market, in compliance with applicable laws and regulations. The repurchase program is expected to continue indefinitely, unless shortened by the Board of Directors, and is in addition to the previously announced repurchase programs.

  • steve_382n by steve_382n Jun 27, 2014 8:40 PM Flag

    Now that the Russell rebalancing is completed and AVD has moved from the larger R2K to the Russell Micro Cap index, maybe we can stabilize next week. It would be nice if AVD could give us a preliminary look at the quarter that ends on Monday as well as an update on the inventories.

  • Reply to

    Insider Monkey mention of ATNY holdings

    by steve_382n Jun 25, 2014 5:32 PM
    steve_382n steve_382n Jun 27, 2014 4:57 PM Flag

    Traded another 2 million after the close also.

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