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SED International Holdings, Inc. Message Board

unclebobbyrednecker 31 posts  |  Last Activity: May 18, 2015 3:56 PM Member since: Jul 25, 2007
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  • Reply to

    Worth more

    by gdwp4549 May 18, 2015 1:50 PM
    unclebobbyrednecker unclebobbyrednecker May 18, 2015 3:56 PM Flag

    Not any more. I had some a few years ago and sold fer a minimal profit. Yet I have kept my eye on it. I did own some Carbide Graphite prior to the bankruptcy and lost a small amount on thatten. I reckon I broke even on those two trades.

  • Reply to

    Worth more

    by gdwp4549 May 18, 2015 1:50 PM
    unclebobbyrednecker unclebobbyrednecker May 18, 2015 2:01 PM Flag

    Fellar, I reckon the idea was sell now befer it goes to pert near zero...............remember they lost $160 million in the last quarter a 2014 and $56 million in the first quarter a 2015............stagnant steel market, tubular pipe sales way down in the drillin' sector, grapheme a decade or so out.............can you spell "THE WRITING IS ON THE WALL"?????

  • Reply to

    Great Time To Get In...

    by tijuanaprimack0900 May 18, 2015 10:07 AM
    unclebobbyrednecker unclebobbyrednecker May 18, 2015 11:18 AM Flag

    Hysterical,ha,ha................laughin' my bootinski off!!!!!!!!!!!!!!!

  • Reply to

    Net Tangible Assets=

    by gdwp4549 May 15, 2015 12:51 AM
    unclebobbyrednecker unclebobbyrednecker May 15, 2015 1:15 PM Flag

    Fellar, a bargain here? Anothern 2 quarters like the last one and (-$1.26 X 2= -$2.52) and the NTA will be negative $0.17 a share.

  • Fellars, I'd be surprised to see a profit..............I'm takin' a wild guess at a loss a pert near $0. 55/share. Iffen thar in the black it would surprise me. Jest my 2 cents worth.

  • unclebobbyrednecker by unclebobbyrednecker May 7, 2015 8:55 AM Flag

    Fellars they stayed in the black but barely. Sales were down a tad but not bad considering everthing. The balance sheet shows $5.00/share in cash alone. I sorta believe 2014 was a transitional year and got a hunch that 2015 will grow EPS in thar business. Would be great to see anothern 42 cents/share in 2015 like a couple years ago, but doubt it will grow that much. Yet copper prices are down and maybe who knows? They really need to grow EPS fer thissen to take off. I believe it is stagnant because a that, and investors might say "show me the money" befer investin'. Somethin' need to happen to spark a rally............either a buyback or bigger EPS............otherwise I believe it will jest sit here under $3...........my 2 cents worth.

  • Reply to

    $5.05 Tender Offer

    by gawepearson Apr 29, 2015 6:57 PM
    unclebobbyrednecker unclebobbyrednecker May 5, 2015 8:43 AM Flag

    Fellars, this looks to me a desperate act to keep the good ship GRAFTech afloat. Anothern $150 million from Brookfield a year from now and control a the compny #$%$. Tick-Tock-Tick-Tock...........the clock is tickin' away...........

  • Reply to

    WOW did not see this one

    by steeldepot15 Apr 30, 2015 9:10 AM
    unclebobbyrednecker unclebobbyrednecker Apr 30, 2015 4:02 PM Flag

    Fellar, with the guidance offered in the PR, I still don't believe they'll come close to breakeven in Q#2...........The way I read it is thar settin' the table fer another disapointin' quarter. It may not get any worse, but it may be close, especially iffen thy have to scuttle some operations? I believe it is safer on the sidelines right now.

  • Reply to

    WOW did not see this one

    by steeldepot15 Apr 30, 2015 9:10 AM
    unclebobbyrednecker unclebobbyrednecker Apr 30, 2015 9:46 AM Flag

    Fellar, I believe they are in trouble, why else the Brookfield arrangement? Look fer layoffs by the end a this quarter in my view. The Brookfield arrangement won't be a big enough tourniquet to stop the bleedin'.

  • Reply to

    WOW did not see this one

    by steeldepot15 Apr 30, 2015 9:10 AM
    unclebobbyrednecker unclebobbyrednecker Apr 30, 2015 9:29 AM Flag

    Caveat emptor................Fellar after this action it will drift lower as guidance is still weak.............will be back in the $3's by year end. Traders may find a way out here, but long term (18-24 months from now) thissens on hold, maybe even dead money. $3's by 12-31-15 in my view. The biz is weak right now.

  • Reply to

    Say Eight

    by savelad Apr 27, 2015 9:15 PM
    unclebobbyrednecker unclebobbyrednecker Apr 29, 2015 12:39 PM Flag

    uglic2, have you averaged down any? I'd like to get in but I prefer to be on the sideline pickin' the lint outer my bellybutton fer now. Might even be scratchin' my hiney after tomorrys report. I believe thissen'l rebound at some point, but when a course is the question. Not too soon is my guess.

  • Reply to

    Say Eight

    by savelad Apr 27, 2015 9:15 PM
    unclebobbyrednecker unclebobbyrednecker Apr 29, 2015 8:59 AM Flag

    Fellar, you smokin' one a them thar crooked ciggys in Colorado? it'll be back in the $3's befer you see an 8..............hysterical sheet, hah,hah............my guess is a loss a at least 2 cents/share tomorry............Lots a tubular steel aint bein' made fer oil & gas cowboys right now.

  • Reply to

    Surprisin' Strength

    by unclebobbyrednecker Apr 14, 2015 10:50 AM
    unclebobbyrednecker unclebobbyrednecker Apr 20, 2015 9:21 AM Flag

    ilostmymoneyonwomen............that's exactly the point I was makin' when one looks at the 4/15/15 8K report!!! Aren't thar more than 9,124,452 shares outstandin' to?

  • Reply to

    stock buy back

    by hondo_43 Apr 17, 2015 12:42 PM
    unclebobbyrednecker unclebobbyrednecker Apr 17, 2015 2:42 PM Flag

    Not with 19K shares traded at 2:30.

  • Reply to

    Surprisin' Strength

    by unclebobbyrednecker Apr 14, 2015 10:50 AM
    unclebobbyrednecker unclebobbyrednecker Apr 17, 2015 2:33 PM Flag

    real, take a lookyonover to the April 15, 2015 8K.............it lists cash of $60 million and unrealized borrowin' capacity a $68 million..............so that $128 million is part thar own cash and another $68 million in unrealized borrowin' capacity. Nowthen the combined compny lost $28,834,000 in 2014..............iffen oil prices don't recover or even go lower they could burn through that $60 million (thar own cash) in 2015-16. That $68 million in remainin' borrowin' capacity could be reduced iffen the banks tighten up as they are doin' right now in the oil patch as the banks have gotten more restrictive recently. I think caution is the word here. I still believe the first two quarters a 2015 will be losses or barely breakeven. I still believe we'll see $19.75 by June 30. Hate to throw a bucket a ice on the party, but nothin' I've seen convinces me otherwise.

  • Reply to

    Silence Broken

    by lou_skannen Apr 14, 2015 4:12 PM
    unclebobbyrednecker unclebobbyrednecker Apr 17, 2015 11:10 AM Flag

    Fellar, you might see it dip back down in the $3's after the quarterly is releasered. I caint imagine them bein' in the black this quarter. My own view is that we are currently in a recessionary trend. The first quarter will be lucky to see 1% growth in GDP or less. All the layoffs goin' on right now and those affectin' tubular pipe in the oil & gas industry will probly impact future order growth. I'd say it's a 50-50 chance we will be in recession this year in spite a the Fed Reserve handin' out free money.

  • Reply to

    Surprisin' Strength

    by unclebobbyrednecker Apr 14, 2015 10:50 AM
    unclebobbyrednecker unclebobbyrednecker Apr 15, 2015 9:19 AM Flag

    Much obliged on the post trepalais. Yet, the environment is a tad diffrant I would wager than back then. Many oil compnies did very well when oil was $80+/barrel and GEOI wasn't that much diffrant. I have been cautious here ever since the Boolean hype and while I once owned the stock, it is not much changed from the price a 10 years ago. Those that traded it on $ 2 to $3 price swings and had good timin' probly made money sevral times here. I prefer to buy and hold fer a spell unless I get lucky. Buy and hold here the past 10 years or so has not paid off and some investors have been whipsawed by the price swings. I appreciate the heads up in yer post and info but remain cautious due to the pricin' environment. I would like to get back in but this poor pricin' environment could last anothern 6 months or so. Thus I am content to be on the sidelines. I have been outer the market fer the past 2 years or so and would like to nibble back in but I am not a fan of buy high and sell higher as that is too risky fer an older fellar like me. I am content with keepin' cash on the sidelines fer now. Thanks for the insight and I hope you are right in the long run.

  • Reply to

    Surprisin' Strength

    by unclebobbyrednecker Apr 14, 2015 10:50 AM
    unclebobbyrednecker unclebobbyrednecker Apr 14, 2015 3:49 PM Flag

    Innerstin'..............yet click on Key Statistics and the combined compny data is posted.........diluted 2014 loss per share at -$3.11.................13.82 million shares outstanding and a book value a $22.90.................will this estimate a book value be reduced iffen the current quarter or next quarter are losses? Will the value a the properties be reevaluated downward? Will ESTE sell befer it gets ugly iffen the price a oil stays stagnant and they keep incurrin' losses?

  • unclebobbyrednecker by unclebobbyrednecker Apr 14, 2015 10:50 AM Flag

    Fellars I must admit that I am surprised at the price strength here the past 2 months. Am jest wondrin' how this is happenin'? I caint help but believe they are burnin' through some cash in this dismal pricin' environment. Maybe investors are ignorin' it and still buyin'? I caint help but believe the quarter endin' March 31 will either be flat at best or anothen loss. Am scratchin' at both ends right now. Some oil compnies have taken valuation reductions and are still weary a sellin' leases at lower values to acquirin' compnies. I must say I'm bothered, bewitched, and bewildered here.

  • Reply to

    Hunch

    by trepalais Apr 6, 2015 3:57 PM
    unclebobbyrednecker unclebobbyrednecker Apr 9, 2015 9:57 AM Flag

    real fellar, I tend to agree with you that thar will be a write-off, but not sure how big. That could then illustrate a discrepancy between the share price and new value a the assets. They lost $3.11 per share in 2014 as a combined compny. I relize some a the expense was about the merger. I think the next two quarterlies will show losses or jest slight profits which will affect the PE valuation. Thar was a gigantic oil storage build announced yesterday and many a them compnies will keep pumpin' the black gold cause they gots bills to pay and this won't help the oil surplus issue. I think thars a 50/50 chance 2015 could be another year a losses, maybe not $3.11 per share as 2014, but perhaps close to $1/share in losses in 2015. I still think thissen will drop below $20 at some point again in 2015. Is the optimism here a tad too high given market conditions?

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