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C&F Financial Corp. Message Board

surfboredsam 9 posts  |  Last Activity: Sep 3, 2014 3:21 PM Member since: Dec 2, 2005
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  • surfboredsam surfboredsam Sep 3, 2014 3:21 PM Flag

    Not much different for the last couple of decades or so...however, the average national picture is different from regional activity...since 'season' extends longer in the south and west, and slows down earlier in the east and north.

    Pushing 100,000 shares today...

    Sentiment: Strong Buy

  • Reply to

    Outside Sales rep

    by rickbest172 Aug 25, 2014 6:28 PM
    surfboredsam surfboredsam Aug 30, 2014 7:52 AM Flag

    All the Lowes stores in my area of TampaBay carry much more CD than Trex. Many stores have removed most of the Trex accessory products. Regional issues can prevail, and making generalizations based on one region's stocking scheme near useless.

    As to marketing, there is not one person on this board who has any more insight into marketing strategies for AERT products than the current HIG management. To assume otherwise, is a naive mistake. Thinking that "Maybe they finally see the need for marketing", is a baseless assumption, and one which does not take into account cash flow, production capacity, and other mitigating factors. Quite often, when production capacity is not adequate to meet demand, marketing expenditures have little or no ROI.

    Different product lines name were based on previous contractual agreement between Lowes, AERT independent dealers, Bluelinx, and, yes, even Weyerhaeuser. Some of these agreements have been in force for 15 years, and are still binding, from when Aert was a very different company, and the decking niche was entirely different. Second guessing their major product lines and or variation with a certain product line is simply a waste of time.

    Sentiment: Buy

  • Reply to

    elvisbubba

    by zacchaeus1611 Aug 28, 2014 5:55 PM
    surfboredsam surfboredsam Aug 29, 2014 9:07 AM Flag

    I doubt if share price will have much reason to move significantly until q3 earnings are released in early Nov, if even then. Depends on how much "over cautious distributor-caused shortfall" they produced and sold. As I have heard the new Pro capstock is extruded at about 10-15% of the rate that non-capstock is extruded. Heard its like watching a tree grow. So, without additional extruders (either acquired or built), it may be slow going.

    Rochester Port-driven volume IMO will be fairly insignificant in the larger scheme.

  • Reply to

    Trading

    by luro1 Jul 31, 2014 10:00 AM
    surfboredsam surfboredsam Aug 1, 2014 11:01 AM Flag

    actually "30 days" is the rule, but 'buying with the calender' can stretch that reporting window to almost two months.

    Sentiment: Strong Buy

  • Reply to

    Trading

    by luro1 Jul 31, 2014 10:00 AM
    surfboredsam surfboredsam Aug 1, 2014 8:55 AM Flag

    It's all about market makers adjusting their inventory levels of the stock...except for the possibility of HIG trying to acquire enough shares to effect a less complicated method of taking AERT private, if that is a strategic plan of theirs. There is a lower threshold of the number of shareholders, which when reached, enables a public company to go private, without a bunch of legal hurdles to contend with.

    If it's the market makers, then it all will 'come out in the wash' as fundamental data is released.
    AERT is not eligible for membership in most other stock markets, thus this annoyance is almost unavoidable.

    For those of us, who are long holders of the stock, it is almost immaterial. However, for those seeking to buy [more] the shares in anticipation of bullish news, it costs the a little bit more to get in the game.

    Revenues, COGS, and net profit ARE the issues, not a few market makers.

    Sentiment: Strong Buy

  • surfboredsam by surfboredsam Jul 24, 2014 11:09 AM Flag

    About 2 more weeks, probably Friday, August 8th, until they release second quarter earnings.
    Sure would like to see between 2-4 cents on revenues of $25,000,000+.
    Since they have more demand than they have production, it's possible,

    Sentiment: Strong Buy

  • Reply to

    plastic/

    by aburges49 Jul 18, 2014 11:44 AM
    surfboredsam surfboredsam Jul 21, 2014 10:03 AM Flag

    Based on a call I had with a member of AERT management, in the last six weeks, it is my impression that they are not selling any significant quantities of reclaimed plastic to anyone else, except maybe small amounts, at this time. However, it is also my impression, that they seem to be reclaiming enough scrap plastic to provide adequate processed plastic to supply their decking division, thus keeping costs down and margins a bit wider.

    Regarding the Sams Club/Walmart reclaimed plastic products, AERT may be a small supplier, as of yet, to one of Sam's vendors, who makes those products. If some of those products become significant volume sellers for Sams Club/Walmart, it would seem that Aert's participation in that supply chain could increase.

    I think one of the reason that we haven't heard much on that issue is that it may possibly still be in a' trial' stage for Sams Club/Walmart. If and when, something in this niche takes off and increases demand on the Watts plant production/revenues, am sure they will let us know. Until then, this kind of sparse, 'iffy' info is just about useless, regarding revenues, profits, and/or share price. Perhaps, Sams Club/Walmart sales of these type of items in May/June/July/Aug/Sep 2014 might begin to shed some light on any significant Watts sales.

    Sentiment: Buy

  • surfboredsam surfboredsam Jul 5, 2014 8:56 AM Flag

    About a month from now, they should release second quarter results.

    Perhaps, if it is a good as some of us hope. we might even see some telltale signs of increasing volume and a small upward movement of share price in about 3 weeks, as a reaction to possible good news, if it begins to leak out.

    Sentiment: Buy

  • This is from the iVillage Board on AERT:

    "2013 Annual Meeting
    There was about 30 people attending the meeting. The leadership was up beat on future prospects for the co.
    I got the following impressions from attending the meeting. Aert came out late with a clad decking product because they were trying tocheck out some problems with it, They checked for separation from the base material,se if there was any chalking. they realized it was more slick, danger falling, and was hotter when in sun,also easier for scratches to show,
    They are concretating more on safety. They are working with EPA, fire dept.and other agencies to make the working comditions as safe as possible.
    They have installed large occolatong fans to help remove dust and fumes.
    They say the have a market for all the new decking can produce in regular deck building season.
    They still have good working relations with Lowes. and Lowes will sell the clad decking also.
    They think the watts and Lowell plants can furnish all the plastic they need.
    I believe they have 4 lines running in Springdale north and 2 lines running in Springdale south, But I believe they can add 2more lines in Springdale south. If they expand extrusion beyond this I believe it will be done locally not in some other state. My opinions. "

    Sentiment: Strong Buy

CFFI
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