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AMCOL International Corporation Message Board

steve_382n 72 posts  |  Last Activity: Nov 23, 2015 3:51 PM Member since: May 18, 2010
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  • Reply to

    Insider Exercise and Sale-Form 4

    by assumption88888 Oct 19, 2015 8:55 AM
    steve_382n steve_382n Nov 1, 2015 11:03 AM Flag

    I did find a filing for Slayen. He exercised his 10,000 on 2014-06-01. Still couldn't find anything for Rosati. Oh well, it's past the expiration date now anyhow.

  • Reply to

    Barons Article

    by assumption88888 Oct 30, 2015 6:39 AM
    steve_382n steve_382n Oct 30, 2015 12:31 PM Flag

    I will try to post the article here, but if it fails, I posted it on the Investor Village AEHR message board also. Not sure what happened, but we traded about 28,000 shares in 10 minutes around noon.

    Pacific Crest Securities

    We expect semiconductor-equipment demand to recover nicely by second-half 2016, and we recommend buying equipment stocks ahead of the demand recovery.

    We continue to prefer Lam Research (ticker: LRCX ), Applied Materials ( AMAT ) and Nanometrics ( NANO ) [all rated at Overweight] as these three companies have good exposure to 3D NAND, which is a strong demand segment at the moment.

    Samsung [of South Korea] reported earnings Wednesday evening, and guided its 2015 semiconductor capital expenditure to 15 trillion won ($13.26 billion), moderately above our expectation of 14.3 trillion won ($12.64 billion). This was a positive surprise for equipment companies. Samsung gave no color on 2016 capital expenditure, but conceded that it might be lower (as widely expected) and stated that it has no current plans for expanding memory capacity in 2016.

    Samsung’s 2015 capital-expenditure budget is heavily weighted toward memory as Samsung has been adding 20 nanometer (nm) DRAM capacity and 3D NAND capacity this year, and has pulled some memory spending forward from 2016. This is a good near-term trend for Lam Research, Applied Materials and Nanometrics and was likely reflected in Lam Research’s earnings call.

    Samsung stated that its 2015 semiconductor capital expenditure is weighted 80% memory/20% foundry, compared to our previous estimate of 75% memory/25% foundry.

  • Reply to

    Insider Exercise and Sale-Form 4

    by assumption88888 Oct 19, 2015 8:55 AM
    steve_382n steve_382n Oct 29, 2015 7:58 PM Flag

    It's kind of hard to track all those options grants and exercises. I went back and checked a few more filings and it looks like Mr. Anderson exercised his options that were due to expire this week in July last year and held them. Can't find anything on Slayen and Rosati, so I am still expecting to see a filing on them maybe tomorrow. Big volume today, 36 shares.

  • steve_382n by steve_382n Oct 29, 2015 6:27 PM Flag

    I just posted a USA Today article about Project Loon starting in Indonesia on the Investor Village RAVN message board. Sounds like they have agreements with three of the service providers in the area.

  • Reply to

    A RAVN balloon?

    by questinvest Oct 28, 2015 5:28 PM
    steve_382n steve_382n Oct 29, 2015 6:25 PM Flag

    Per Raven tweet, that wasn't designed or built by Raven.

  • OK, I read the PR, listened to the CC, and even looked at a couple of things in the 10-Q. Here are a few comments that I wrote in my spreadsheet. Probably worth what you paid for them.

    Pretty much as expected. Earnings were flat (up a penny). Revenues were less than my guess, but really that was only because equipment sales were weaker by $4M from last year. Rental services revenue was actuall up $4M. Not sure what all that entails. Modular division was good, while electronics and tanks were weak again. Electronics could pick up quickly, but not so sure about tanks. They have bought back 2.3M shares in the last 4 months. That is almost 10% of the shares outstanding. They still have another 1.67M or so still to be purchased if they follow through. From the 10-Q, Portable Storage revenues are now up to 6% of the total company revenue for Q1-3, compared to less that 5% for the same period last year. Only a few questions, but the outlook for next years sounds promising. Of course, they have been saying that for quite some time. Still don't see any reason to sell shares and next year could be good.

  • Reply to

    Insider Exercise and Sale-Form 4

    by assumption88888 Oct 19, 2015 8:55 AM
    steve_382n steve_382n Oct 28, 2015 4:01 PM Flag

    Somebody copied my trade today and bought 5,000 @ $2.10 about 10 minutes before the close. Hope we are making good decisions.

  • Reply to

    Monthly Updates

    by dukdre23 Oct 25, 2015 9:14 AM
    steve_382n steve_382n Oct 28, 2015 3:17 PM Flag

    FWIW, I sent this email to IR. Not really expecting a reply, but thought I would call them out on it.

    As a longer term shareholder (6 years), I was disappointed to see that you are discontinuing the release of monthly orders. I feel that giving this information to all shareholders was very important. It was one thing that made Emerson stand out from the rest. Sure, results have been lousy, but there really isn't much you can do about it until the end markets (and oil prices) improve. No reason to hide from the facts. Just my thoughts.

  • Reply to

    Insider Exercise and Sale-Form 4

    by assumption88888 Oct 19, 2015 8:55 AM
    steve_382n steve_382n Oct 27, 2015 8:18 PM Flag

    I could have bought more. The ask was still at $2.09 after my trade cleared. I actually put my bid in with a limit of $2.15, but there were enough hidden shares to fill it between $2.08 and $2.10. I still have too much of this, but haven't given up on the story yet in spite of the delays.

  • Reply to

    Insider Exercise and Sale-Form 4

    by assumption88888 Oct 19, 2015 8:55 AM
    steve_382n steve_382n Oct 27, 2015 4:15 PM Flag

    I guess we have to wait to see the filings for sure, but I think the other 3 directors must have exercised their options and held them. Today was expiration day, so that overhead supply should be off the market. I picked up another 5,000 (like I need them) at $2.09 avg. just before the close. There were only about 2,000 showing at that price on my screen, but there always seems to be iceberg orders that I can't see.

  • steve_382n by steve_382n Oct 27, 2015 12:35 PM Flag

    After the close on Monday, Nov. 2, 2015. Not expecting much, but the forecast will be interesting. Seems like grains are starting to put a bottom in on prices. Might get a little more info on the inventory status also.

  • steve_382n by steve_382n Oct 26, 2015 6:13 PM Flag

    SI in GGG is up about 10x over 2 years ago. I don't give much credence to short squeezes, but that's still a lot of shares short for a company that is handling weakness in some of its markets pretty well.

    Date ----------- Short Int ----- Av Vol ---- Days to Cov
    15-Oct-2015--- --- --- 0
    30-Sep-2015--- 4,059,437--- 379,918--- 11
    15-Sep-2015--- 3,567,054--- 338,701--- 11
    31-Aug-2015--- 3,137,608--- 354,416--- 9
    14-Aug-2015--- 2,445,468--- 220,886--- 11
    31-Jul-2015--- 2,269,649--- 453,131--- 5
    15-Jul-2015--- 2,242,343--- 292,593--- 8
    30-Jun-2015--- 1,948,814--- 251,912--- 8
    15-Jun-2015--- 1,953,504--- 185,903--- 11
    29-May-2015--- 1,691,202--- 169,381--- 10
    15-May-2015--- 1,616,806--- 188,421--- 9
    30-Apr-2015--- 1,393,831--- 418,887--- 3
    15-Apr-2015--- 1,428,827--- 192,239--- 7
    31-Mar-2015--- 1,236,236--- 359,423--- 3
    13-Mar-2015--- 1,127,856--- 188,489--- 6
    27-Feb-2015--- 971,187--- 181,162--- 5
    13-Feb-2015--- 1,013,800--- 304,212--- 3
    30-Jan-2015--- 1,219,300--- 437,369--- 3
    15-Jan-2015--- 979,777--- 235,494--- 4
    31-Dec-2014--- 841,550--- 217,211--- 4
    15-Dec-2014--- 764,219--- 216,594--- 4
    28-Nov-2014--- 805,455--- 163,133--- 5
    14-Nov-2014--- 962,118--- 211,140--- 5
    31-Oct-2014--- 1,277,218--- 326,923--- 4
    15-Oct-2014--- 1,228,635--- 411,776--- 3
    30-Sep-2014--- 804,902--- 290,971--- 3
    15-Sep-2014--- 576,631--- 154,274--- 4
    29-Aug-2014--- 563,815--- 132,250--- 4
    15-Aug-2014--- 588,885--- 170,255--- 3
    31-Jul-2014--- 575,434--- 355,293--- 2
    15-Jul-2014--- 675,529--- 287,790--- 2
    30-Jun-2014--- 520,741--- 225,815--- 2
    13-Jun-2014--- 490,667--- 145,703--- 3
    30-May-2014--- 488,076--- 185,474--- 3
    15-May-2014--- 490,757--- 224,667--- 2
    30-Apr-2014--- 540,307--- 312,872--- 2
    15-Apr-2014--- 417,757--- 302,467--- 1
    31-Mar-2014--- 371,034--- 230,934--- 2
    14-Mar-2014--- 342,138--- 237,741--- 1

  • Reply to

    Insider Exercise and Sale-Form 4

    by assumption88888 Oct 19, 2015 8:55 AM
    steve_382n steve_382n Oct 26, 2015 3:17 PM Flag

    OK, I am assuming that Elder has completed his exercise and sales by today. Problem is, if my numbers are right, there are still 30,000 that need to be taken care of by Tuesday's close. Maybe they are planning to exercise and hold the shares. If they plan to exercise and sell, there might be a chance to pick up some low priced shares tomorrow if anyone is in the mood. I wonder how much of the recent weakness is just the fear of those 30,000 shares being sold. It would be nice if we could ever get confidence in the company's future up enough to get enough trading volume to prevent this type of action.

  • steve_382n by steve_382n Oct 23, 2015 5:25 PM Flag

    EPA Resolves Violations with Newport Beach, Calif. Company for Failure to Report Imported Agricultural Chemicals
    Just happened to see this article. Minor fine.

    Release Date: 10/23/2015
    Contact Information: Nahal Mogharabi,, 213-244-1815

    LOS ANGELES—The U.S. Environmental Protection Agency settled its case against American Vanguard Corporation, located in Newport Beach, Calif., for failure to report toxic chemical substances imported by two of its subsidiary companies. American Vanguard will pay a fine of $81,855.

    Under the federal Toxic Substances Control Act (TSCA), EPA maintains a comprehensive list of more than 85,000 chemical substances called the TSCA Inventory. Bulk chemical substances on this list weighing more than 25,000 lbs that are imported, manufactured, processed or used must be reported to EPA.

    In 2011, American Vanguard imported through its subsidiaries AMVAC Chemical Corporation and GemChem, Inc. more than 25,000 pounds of three chemicals commonly used as ingredients in pesticides and other agricultural products: Trichloroethanal, Phosphorothioic trichloride and 2,4-Dichlorophenol. The company failed to report these chemicals to EPA by the 2012 deadline, as required by TSCA’s Chemical Data Reporting rule.

  • Reply to

    Q3 Earnings Report - CC tomorrow

    by steve_382n Oct 21, 2015 4:57 PM
    steve_382n steve_382n Oct 22, 2015 4:40 PM Flag

    Better move than I expected. Really like the management of the company. Strictly business.

  • Reply to

    Whatever happen with the 3D product

    by greendog03 Oct 22, 2015 11:07 AM
    steve_382n steve_382n Oct 22, 2015 4:38 PM Flag

    I talked to a couple people at the annual meeting and they thought it would be an add on tool, but still a ways out in the future. Not holding my breath on it. I actually sold a few shares on that run up and then bought them back later. I'm not usually that clever, but was lucky that time.

  • Reply to

    Charts Have No Emotions

    by stormfront2020 Oct 1, 2015 1:16 PM
    steve_382n steve_382n Oct 22, 2015 4:12 PM Flag

    Right on the money. If I had been smart enough to sell at $70, I would think about buying here. It could still take a year or more for their markets to improve. I think we are about as low as we will go, so I hate to sell here. I have a couple of stocks I would like to buy, but it's hard to force myself to pull the trigger on EMR at these prices.

  • Reply to

    Texas Instruments Earnings

    by tradenuggets Oct 21, 2015 5:07 PM
    steve_382n steve_382n Oct 22, 2015 3:52 PM Flag

    Elder exercised and sold another 2,402 shares on the 20th. I suppose some of them may keeps some of the shares, but considering how many they have bought in the last couple years, they may not have ready cash available. Could drop even lower if there is no news in the next few days. Would be a good time to see another ABTS order come in.

  • Well, at first glance, it appears that the earnings and revenues both came in about where the Yahoo estimates were. GGG must have done a good job updating the analysts. In this market, who knows what the share price will do?

  • Reply to

    Shareholder Meeting on Tuesday

    by tradenuggets Oct 16, 2015 10:05 AM
    steve_382n steve_382n Oct 20, 2015 5:54 PM Flag

    From the last conference call:

    In addition, we plan to be hosting a non-deal roadshow in the coming months to meet with investors and will also be in New York in early December to present at this year's Midtown CAP Summit.