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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

    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.

  • 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

  • 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.

  • 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 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?

  • 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.

  • Reply to

    Follow on WaferPak Contactors

    by chipmilke Apr 4, 2016 4:18 PM
    steve_382n steve_382n Apr 5, 2016 11:20 AM Flag

    Hope that's not the only thing they have sold in the last month.

  • steve_382n by steve_382n Apr 6, 2016 2:34 PM Flag

    Someone feeling more confidant. Hope they are correct.

  • Reply to

    buy out and question

    by algo41 Apr 7, 2016 10:32 AM
    steve_382n steve_382n Apr 7, 2016 2:48 PM Flag

    Good question on Mario. Sometimes they mention that they have the blessing of other major holders when making these announcements, so maybe he hasn't decided yet. If so, it might still take a better bid to get the job done. HNH/SP has about 25% and if Mario and a couple other have agreed, the deal is done. I still might be afraid to buy at $40 though given the number of times they cancelled the offers.

  • Reply to

    Bid at $1.30

    by steve_382n Apr 6, 2016 2:34 PM
    steve_382n steve_382n Apr 7, 2016 5:55 PM Flag

    I would think we might get some indication how things are going in the next two weeks when the 90 repay is due on the $2M draw. I think they would be required to file with the SEC if they were not current on that loan.

  • steve_382n by steve_382n Apr 12, 2016 4:15 PM Flag

    Looks like someone may be buying in on the Zika play again. Also, we get Q1 earnings at the end of April usually.

  • steve_382n by steve_382n Apr 13, 2016 8:33 AM Flag

    I posted an article on HNH and the buyout of SLI on the Investor Village SLI board if anyone is interested. Nothing to indicate the deal won't go through or anything, just mostly about HNH being overleveraged.

  • Reply to

    SA Article on HNH

    by steve_382n Apr 13, 2016 8:33 AM
    steve_382n steve_382n Apr 13, 2016 4:44 PM Flag

    No, but I signed up for the Premium membership ($48 per year), so I don't see any ads, etc. I thought they allowed guests to view message board posts without signing in or anything. I think they also have a free membership, and I haven't heard anyone complaining about excessive emails or offers. When I hover my mouse pointer over the posters IDs, it shows what their membership level is and many are just using the free membership. Some of the message boards feel like pump and dump boiler rooms, but you can post almost any type of article or picture in a message. That part is much better than Yahoo. Skip L uses it also, and we trade a few articles on RAVN mostly.

  • steve_382n by steve_382n Apr 13, 2016 6:11 PM Flag

    An interesting letter as the exhibit in an 8-K filing for Steel Partners filed today. Kind of an overview of where they came from, where they are, and where they hope to go.

  • steve_382n by steve_382n Apr 14, 2016 9:19 AM Flag

    BROOKINGS, S.D., April 14, 2016 (GLOBE NEWSWIRE) -- The Minnesota Timberwolves and Target Center have selected Daktronics (DAKT) of Brookings, South Dakota, to design, manufacture and install a new LED video display super system. The arena will feature more than 30 new LED displays for a total of nearly 8,500 square feet of display space in and around the Target Center in Minneapolis, Minnesota.

  • Reply to

    10-Q ....one thing i noticed

    by chipmilke Apr 14, 2016 1:50 AM
    steve_382n steve_382n Apr 14, 2016 10:38 AM Flag

    It would be very interesting to know how much of a down payment they get for a $1.5M test machine. Are we talking about $50K or $500K. Also, what are the penalties for cancelling an order, or are there enough escape clauses about lack of performance to meet the customers needs, etc. Still, they had over $7M in inventories at the end of the Q that needed to be shipped. I think Apr. 23 or so is 90 days on the line of credit. Also noticed that they now have $58M in accumulated losses. Not sure how much of that is still available to offset future profits, but they could be tax free for a couple years if they can ever move some product.

  • steve_382n by steve_382n Apr 22, 2016 6:12 PM Flag

    No immediate impact, I guess.

    ITEM 3.01. Notice of Delisting or Failure to Satisfy a Continued Listing Rule
    or Standard; Transfer of Listing.

    On April 19, 2016, Aehr Test Systems (the "Company") received a notice
    (the "Notice") from The Nasdaq Stock Market ("Nasdaq") stating that the Company
    was not in compliance with Nasdaq Listing Rule 5550(b)(1) (the "Stockholders'
    Equity Rule") because the Company did not have a minimum stockholders' equity,
    as of February 29, 2016, of $2.5 million and the Company also did not meet the
    alternative market capitalization and income from continuing operations tests.
    The Notice has no immediate effect on the Nasdaq listing or trading of the
    Company's common stock.

    The Company has until June 3, 2016 to submit a plan to regain compliance
    with the Stockholders' Equity Rule to Nasdaq. If the plan is accepted, Nasdaq
    can grant an extension of up to 180 days from the date of the Notice to regain
    compliance. If Nasdaq does not accept the Company's plan, the Company will
    have the opportunity to appeal that decision to a Nasdaq Hearings Panel. The
    Company is considering various options to regain compliance with the
    Stockholders' Equity Rule at this time and intends to submit a plan to regain
    compliance to Nasdaq.

  • Reply to

    8-K Filing

    by steve_382n Apr 22, 2016 6:12 PM
    steve_382n steve_382n Apr 22, 2016 6:47 PM Flag

    The obvious way to regain shareholder value about the $2.5M level would be to deliver the 7 or 8 units sitting in the shop. Assuming of course that they are valued at cost rather than expected retail price in the inventory line item from the balance sheet. Hopefully $6M in inventory would equal $10M or $12M in revenues.

  • steve_382n by steve_382n Apr 23, 2016 8:49 AM Flag

    Found this news article:
    COUNCIL BLUFFS, Iowa- The University of Iowa is seeking approval from the Iowa Board of Regents to purchase a new video board system for Carver-Hawkeyes Arena. Currently, fans can watch one of four screens overhead.

    The proposal calls to spend up to $3.5 million on the boards. The University also plans to enter into a lease agreement for up to $5.5 million dollars for the installation of new equipment and control room to operate the new boards. The new system would be a large screen hung from the center of the arena, with two boards facing the sidelines, and two facing the end lines. The University is working with Daktronics on this project as the vendor for the systems.

    Also the sound system for the arena will be upgraded. The original sound system is still in use from when the arena opened 30 years ago.

    The University will seek a loan of $5.5 million through Wells Fargo to finance this purchase. The loan will be repaid through Athletic Department gifts, according to the agenda item before the Board of Regents.

    The new Boards are set to be installed by August of 2016.

  • steve_382n by steve_382n Apr 26, 2016 6:03 PM Flag

    Not seeing the 8-K for Mar. orders. Last year it was released on Apr. 24. Most months by the 23rd or so. Will be interesting to see how it goes as the excuse of the strong dollar needs to fade away.

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