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AMCOL International Corporation Message Board

steve_382n 91 posts  |  Last Activity: Jun 21, 2016 10:17 PM Member since: May 18, 2010
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  • Reply to

    tender offer

    by algo41 May 26, 2016 9:35 AM
    steve_382n steve_382n May 26, 2016 4:30 PM Flag

    Yes, it sounds like they need to get a few more shares to assure they meet the 60% mark on non affiliated shares. Might be a problem if some holders changed their mind prior to the deadline. Another thing, the market has been pretty strong lately and small industrials are looking better also. It might take a better offer to get the deal done. It traded a little over $40, so negative return if you buy now and the deal closes.

  • Reply to

    Brief Perspective

    by pu83jw May 24, 2016 10:01 PM
    steve_382n steve_382n May 25, 2016 8:49 AM Flag

    Thanks, that seems reasonable. I have $2.75 penciled into my spreadsheet for this year, but I am just guessing based on Q1 and seasonal trends for the rest of the year. I think if anything, we might get an upside surprise. I also have a note in my spreadsheet to lighten up a little if/when we hit $45. That price would make my portfolio pretty overweight on Hurco. Seems like R2K industrial and agriculture stocks are starting to perform a little better lately. RAVN, MGRC, AVD are a couple others I follow that have improved price actions lately.

  • Reply to

    seriously on R&d

    by kristapsporzingiss May 24, 2016 7:01 AM
    steve_382n steve_382n May 24, 2016 8:50 AM Flag

    I can only assume that he/they think one or all of us is the BOD member:

    Mario Michael Rosati
    Partner
    Wilson Sonsini Goodrich & Rosati Professional Corporation
    650 Page Mill Rd.
    Palo Alto, California 94304

  • Reply to

    IEEE upcoming event

    by steve_382n May 23, 2016 7:20 PM
    steve_382n steve_382n May 23, 2016 7:36 PM Flag

    Also, of the 42 companies that will be there, I bet 50% of them listed their primary business as Probe Card Manufacturer.

  • Reply to

    IEEE upcoming event

    by steve_382n May 23, 2016 7:20 PM
    steve_382n steve_382n May 23, 2016 7:31 PM Flag

    Exhibitor Category: Interface Design and Manufacturing
    Booth Number: 18

  • steve_382n by steve_382n May 23, 2016 7:20 PM Flag

    Anyone in CA going to attend this workshop? AEHR has it listed on their website.

    IEEE SW Test Workshop
    June 5-8, 2016
    Rancho Bernardo Inn
    San Diego, CA

  • Reply to

    Expectations

    by tradenuggets May 16, 2016 2:35 PM
    steve_382n steve_382n May 18, 2016 5:02 PM Flag

    I am assuming they don't have much to report. Last year they had several PRs in April and May. So, the silence can't be attributed to any quiet period around the end of the quarter (May 31). I am still hopeful, but not very confident.

    May 27, 2015 – Aehr Test Systems Announces Achievement of NAND Flash Testing Milestone on FOX-XP™ Multi-Wafer Test and Burn-In System

    May 7, 2015 – Aehr Test Systems Announces Follow-On Order For FOX-15™ WaferPak™ Contactors

    April 30, 2015 – Aehr Test Systems Announces Order for ABTS™ Burn-In and Test System from New Customer in China

    April 27, 2015 – Aehr Test Systems Receives $6 Million Order For A FOX-15™ Multi-Wafer Burn-In System for Production Test & Burn-In Application

    April 13, 2015 – Aehr Test Systems Completes Convertible Debt Financing With Strategic Investor

  • Reply to

    March Orders?

    by steve_382n Apr 26, 2016 6:03 PM
    steve_382n steve_382n May 18, 2016 4:07 PM Flag

    Yup. Make up your mind. They have the numbers, release them. Anyhow, March and April both at -5% to 0% for EMR total.

  • Reply to

    "Super Pressure Balloon" NASA Article

    by capcap99 Apr 29, 2016 12:36 PM
    steve_382n steve_382n May 17, 2016 7:55 PM Flag

    Looks like they launched another one this week. I post an article from NASA on the IV RAVN message board also.

  • I posted this article at the Investor Village AVD message board if interested. Or, you can probably google it.

    Start of the article:
    AMVAC Ups the Ante with New Precision Ag Technology

    By: Jackie Pucci | May 11, 2016

    A potentially industry-changing at-plant soil treatment system from American Vanguard Corp., or AMVAC, is coming soon to large growers in the U.S. and internationally.

    The invention is called SIMPAS, and the brains behind it is Eric Wintemute, Chairman and Chief Executive of the Southern California-based company since 1994.

    In an exclusive interview with AgriBusiness Global, Wintemute explains that the idea came about when he was at a conference around 2008. A panel was presenting on the growing problem of corn rootworm and other insects attacking corn.

  • Reply to

    MGRC Presentation 1:45 Oppenheimer Today

    by steve_382n May 10, 2016 10:45 AM
    steve_382n steve_382n May 11, 2016 5:58 PM Flag

    Nice presentation. I assume the 60 page slide show is available at the company website. Might be worth listening to the CC also. Lasted about 25 minutes. I was kind of hoping we might get an analyst upgrade out of it, but haven't seen anything.

  • Number one in auto semi. Would be nice if AEHR were working with them.

    NXP Semiconductors

    This company is considered a top play for investors looking for a chip stock with Internet of Things exposure. The NXP Semiconductors N.V. (NASDAQ: NXPI) merger with Freescale Semiconductor was widely applauded on Wall Street, and many analysts believe the merger is transforming the company into a powerhouse. It made NXP the fourth largest semiconductor company in the industry. It is also important to note that the combined company would be the number one supplier in auto semiconductors, number one supplier in global microcontrollers and a dominant supplier in mobile payments.

    NXP is getting its chips into high-growth areas such as contactless mobile payments, the Internet of Things, mobile-phone charging, increased cellular data consumption and LED lighting. Trading at solid discount to some of its peers, many analysts are very positive on the faster earnings growth potential relative to the competition.

    The company reported outstanding first-quarter results and many see the company as having among the highest free cash flows per share in the sector for this year and 2017, a metric they is extremely critical in charting performance. With the extremely broad product line an applications, Merrill Lynch views the company as another consolidator.

    The Merrill Lynch price target is $110. The consensus target is $109.13. The stock closed Monday at $85.04.

  • Reply to

    Back to reality?

    by steve_382n May 5, 2016 9:40 AM
    steve_382n steve_382n May 10, 2016 1:05 PM Flag

    I seem to recall there is something in the QVT agreement about a change in control of the company also. Without going back and reading it, I would assume that it might include paying off the notes at least.

  • Usually these don't impact the share price very much, but it will be webcast live if anyone is interested. You can access it from the company's website. Sometimes I think these are just a chance for management to get a trip to NY.

  • steve_382n by steve_382n May 10, 2016 8:32 AM Flag

    Executive Vice President, COO Ulrich Trogele bought 15,000 shares on the open market at $13.25. Might be a good sign.

  • Reply to

    Patent protection question

    by steve_382n May 6, 2016 9:30 AM
    steve_382n steve_382n May 6, 2016 1:35 PM Flag

    I agree in theory, but how would AEHR know that Intel was using their testing technology. Would courts force Intel to show AEHR how they were testing parts if AEHR suspected that Intel was using their patented technology. I could see it if Intel was selling test equipment to Samsung or something. Sure would be nice to see a big order from Intel, but I am not holding my breath.

  • Just wondered whether patent protection prevents someone from using patented technology for their own use. Let's say that Intel needs to test 3D memory chips. And, being a large secretive company, they don't want to depend on AEHR as test supplier. They have the ability to build their own test equipment, but need to use certain techniques that have been patented by AEHR. If they aren't going to resell the test equipment to another company, is there any reason they couldn't use what would normally be patented technology without paying AEHR? Just a thought.

  • Reply to

    Back to reality?

    by steve_382n May 5, 2016 9:40 AM
    steve_382n steve_382n May 6, 2016 9:14 AM Flag

    Thanks hmiller560. I posted the summary and link to the pdf file at the Investor Village message board for AEHR Test in case others have trouble finding it.

  • steve_382n by steve_382n May 5, 2016 9:40 AM Flag

    Last trade $1.33. Let's see if the buyer comes back in later today, or if it was a one hit wonder.

  • Reply to

    makes no sense

    by johnrobert1964 May 4, 2016 9:59 AM
    steve_382n steve_382n May 4, 2016 5:05 PM Flag

    They will surely expire worthless now, so good call (pun intended).

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