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Allied Motion Technologies Inc. Message Board

trf456 50 posts  |  Last Activity: Apr 24, 2015 10:04 AM Member since: Oct 14, 1998
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  • trf456 by trf456 Apr 24, 2015 10:04 AM Flag

    Rather than spending years on penny Chinese stocks where people could lose pennies even if they lost all their money......why don't you focus on the expensive ones. How about CBPO and Alibaba...? Higher priced stocks are valued in the hundreds of millions or billions and could really hurt people if they were a fraud.

    Why do you bother with garbage when it is already priced like garbage ?

  • Did this $50 million market cap company with $40.5 million in trailing revenues just tripled revenues to $123 million through an acquisition located in the same city for $9M in cash and $7M in assumed liabilities ?

    Will this company be able to realize enough synergies in the acquisition to make this company very profitable ?

    With $19 million of cash in the bank....it appears this company has time and the finances to get the job done.

    Anyone know this company well enough to contribute some intelligent thoughts ?

  • Reply to

    Fake Earnings Pump an Dump

    by mizesaw Apr 21, 2015 10:08 AM
    trf456 trf456 Apr 22, 2015 7:45 PM Flag

    So you're saying since it's a Chinese company it must be a scam. RIght ?

  • Reply to

    Fake Earnings Pump an Dump

    by mizesaw Apr 21, 2015 10:08 AM
    trf456 trf456 Apr 21, 2015 1:32 PM Flag

    You;ve been telling people on here that it's a scam for over 5 years now Mizesaw and you have posted over 1,000 times already on here. And never once have you ever asked a question on the company conference call and not once have you presented any facts to support any of your claims.

    You need therapy !

  • Reply to

    just u wait henry higgins

    by mathms67 Apr 17, 2015 10:31 AM
    trf456 trf456 Apr 20, 2015 5:52 PM Flag

    So true, it's hard to believe that this is a company that was once so profitable and even paid a dividend for a short while.

  • Reply to

    just u wait henry higgins

    by mathms67 Apr 17, 2015 10:31 AM
    trf456 trf456 Apr 20, 2015 4:19 PM Flag

    Sisula....a chart doesn't say much about a company... it simply tells you what investors think about a company......

  • Reply to

    NVEE is so...

    by notboesky Apr 1, 2015 2:23 PM
    trf456 trf456 Apr 18, 2015 10:53 AM Flag

    You must be related to Boesky,,,,, another vague statement with no facts, details or insights........

    If you have some factual information then share it...... but I guess "vague" is the best you can do.

    Are you going to quote someone now ?

  • trf456 by trf456 Apr 16, 2015 8:19 AM Flag

    With the vessels value being written down in the bankruptcy, is this stock trading at about 50% of the intrinsic value of the vessels now ?

  • Reply to

    Earnings

    by trf456 Apr 13, 2015 10:18 AM
    trf456 trf456 Apr 14, 2015 7:29 PM Flag

    You value a company based upon market cap...... but fail to mention even one thing about the company's revenues, cash flow and balance sheet in relationship to its market cap. But in reality TEV is more relevant than your basic EV but that may be too much for you to comprehend. You have no idea how much a company is worth since you ignore basic valuation metrics. How can you talk about VALUE....when you can't determine it ?

    Since you can't even value a company based upon basic metrics, which is discussed in Accounting 101 and Investments 101, I don't see how you can judge a company as a success or mediocre.

  • Reply to

    Earnings

    by trf456 Apr 13, 2015 10:18 AM
    trf456 trf456 Apr 14, 2015 11:43 AM Flag

    Time for you to get a lesson in cash flow.............. but of course, that requires you to understand basic Accounting 101........ you want to sell a stock because of it's market cap ? What next ? Selling a stock because it has a Number in the company name ?

    News for you: Every BILLION dollar + market cap company started off being a mediocre little company.

  • Seems investors here are so confused with obvious questions that are already answered. There is a presentation available with most of your answers detailing the plan. Go to the SEC.GOV website and check out the 8K filed under the BLDR symbol. Seems most investors here don't understand the mechanics of a leveraged merger.

    The presentation details the proforma of the two companies together with revenues, EBITDA and the capital structure. That is enough to come up with a valuation on the stock.

    The greatest fraud here seems to be from people who don't understand what is going on here, the value of the two companies together etc and yet want to post something meaningless.

  • trf456 by trf456 Apr 13, 2015 8:04 PM Flag

    Net debt has increased for the last 3 quarters and I assume because of another loss this quarter debt will continue to increase. This pushes the valuation of the company down. I expect a decrease in cap ex this quarter after if we see another loss, I also expect the small dividend to be eliminated since $1 million when you don't have it is significant. The question remains whether loses will continue and what management plans to do. The announced acquisition will clearly increase debt and no one knows how accretive the acquisition is.

    So many questions....so few answers.......

  • Reply to

    Insider Selling

    by chris_cs16 Apr 10, 2015 10:15 AM
    trf456 trf456 Apr 13, 2015 6:42 PM Flag

    People get married to stocks and often can't accept anything in their mind that would lead them to consider selling a stock. I've owned this stock since 2010 and sold all my shares a week ago since the valuation doesn't make sense at current levels. I don't blame management for selling shares. The comps will reflect organic growth while the current multiple for the stock assumes huge growth similar to the last 4 quarters.

    I think management is excellent in executing but with the current debt level, I don't see another acquisition for a year or two.

    Eventually when the comps are up 10% the market will sell off and I can revisit the shares at a more reasonable valuation. In the meantime I've reallocated my shares to another company with similar metrics at a very attractive valuation relative to it growth and capital structure.

    Good luck Gumby and Gemini I hope it hits $100 for you both.

  • trf456 by trf456 Apr 13, 2015 10:18 AM Flag

    Earnings due to be announced around May 14. I am expecting revenues to increase 60% from $18.5M to $30.4M. EPS with higher share count should increase 100% from $.13 fd to $.26f fd. I expect net cash to increase as a result of warrant proceeds and cash flow from operations.

  • Reply to

    NVEE is so...

    by notboesky Apr 1, 2015 2:23 PM
    trf456 trf456 Apr 6, 2015 10:56 AM Flag

    It's easy to quote someone else when you can't justify a statement you made in a two sentences or less.

  • Reply to

    2014 earnings released.

    by bondy92037 Apr 2, 2015 2:45 PM
    trf456 trf456 Apr 6, 2015 9:59 AM Flag

    20F filing SEC deadline is 4 months after the companies calendar year ending Dec 31.

  • Reply to

    NVEE is so...

    by notboesky Apr 1, 2015 2:23 PM
    trf456 trf456 Apr 1, 2015 9:41 PM Flag

    Why is it overpriced ? Give us an answer based upon some valuation standards...

    We are all waiting.....

    If you know a stock growing as fast as this one and valued at 7.5x 2015 EBITDA give us a shout.

    We are all waiting.........

  • Reply to

    Dividend

    by heckel_jeckel Mar 30, 2015 8:51 PM
    trf456 trf456 Mar 31, 2015 3:28 PM Flag

    You need to read the offering memorandum for the IPO filed with the SEC. The tax matters are all spelled out in there.

  • Reply to

    trader boston...

    by stokluver Mar 30, 2015 2:32 PM
    trf456 trf456 Mar 31, 2015 11:37 AM Flag

    Gumby, you've been around and I'm surprised your saying what you are. Use some common logic,,,,,the backlog, orders and the fact that all the revenue increases in this quarter are now organic.

    Revenues may be up or down a single digit.....and debt will decrease a bit with interest expense. Earnings will be good.....but not a blow out. And the value of AMOT at 12x EBITDA based upon only organic growth is rich.

    Wishes and dreams will not change the facts.

    This is a very talented management but the stock is way ahead of itself this moment.

  • Reply to

    trader boston...

    by stokluver Mar 30, 2015 2:32 PM
    trf456 trf456 Mar 30, 2015 7:27 PM Flag

    The easy money has been made and it's still a nice cash flow generator. It's that the valuation is simply ahead of itself and the orders and backlog tell the story for the next quarter.

    Many investors don't want to think about facts, they prefer to cross their fingers and "hope" things go the right way for them.

AMOT
41.04+0.49(+1.21%)Apr 24 4:00 PMEDT