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Miller Industries, Inc. (MLR)

NYSE - NYSE Delayed Price. Currency in USD
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22.80-0.20 (-0.87%)
At close: 04:00PM EDT
22.80 -0.09 (-0.39%)
After hours: 04:00PM EDT
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  • C
    C
    IT'S MILLER TIME
  • T
    Terry
    Controls 80% of the tow truck and car carrier market

    400M ~ market cap
    -1.4 book value X 14 P/E= 19.6
    -2.08% dividend yield
    -0 debt
    -50m~ cash on hand

    Obviously supply issues like everyone else right now. Current order backlog 8 months on last earnings call.

    2019- 39 million (doubled earnings from previous four years)
    2020- 30 million

    No crystal ball but bottom line trends in the future show nothing but more total miles being driven and let’s face it we’re gonna need a lot of tow trucks to repo all of these want to be Cowboys (as David would say) driving hundred thousand dollar trucks

    My thesis is that this company is $1 billion company in six years.

    That would be a 16.5% annual return (18.5 if include dividends) div Will likely be increased

    I think in six years it’s making 60 to 70M a year net and even at 1b mkt cap would still be a great value
  • T
    Terry
    Really hoping management is buying back shares and/or will increase dividend soon. If one or the other my preference would be the buybacks

    $50m cash 0 debt. -1.15 book. -1% buyback a quarter seems to be a complete NO BRAINER.

    This is a great company and have always seemed to have great management but they are not running this like a publicly traded company.

    Great opportunity right now shareholders want a return. Like conservative nature but with this balance sheet and market share either make acquisitions or a mixture of the above.

    We can maintain dividend, buyback 4% year at close to book value and be cash flow neutral in a terrible operating environment.

    Think it would help too if other Sr management would at least look like they are actual investors in the company and have some skin in the game.

    Looks like just a bunch of stock awards (that are immediately cashed in their entirety) at the earliest possible date.
  • t
    thinblue
    Anyone else wonder why these guys are sitting on cash w/ low debt levels but struggling to raise the dividend? At least buy back shares.
    Neutral
  • J
    Jazenevd
    Strong results as usual. It is a well-managed company, much better managed than many better known names.
  • H
    Harvey
    Hello! Anybody here? This is a solid company, leader in its niche. After looking through the fundamentals one big question I have is: Why did the p/e go down steadily from 20 in 2013 to 9 in 2018/2019 especially as the earnings grew every year? Why no love?
  • J
    Jazenevc
    Somewhat underwhelming earnings results. The stock could subside to 20s in more normal market environment.
  • d
    deny
    EPS 1.05
    very nice it's a beat.
    Bullish
  • J
    João
    After analyzing this company, I estimated that the book value growth rate, and changes in intrinsic value, will be negatively affected because of the cyclical nature of this sector, economic conditions, and Covid-19.
    Otherwise seems a good company, with good leadership, low D/E ratio, consistent ROE, book value growth, and a sustainable dividend.
  • H
    Henry
    $MLR.V conversation
    $RNCH.v will begin trading MONDAY! Via RTO on $MLR, Ranchero Gold is an extremely promising gold play with their molten flagship project, Santa Daniela - located <1m. away from Mulatos Mine, catalyst for Alamo Gold's valuation blowing up to $4B! https://twitter.com/corpranchero/status/1447627823762522113?s=21
  • Y
    Yahoo Finance Insights
    Miller reached a 52 Week low at 25.53
  • J
    John
    Talk about a tailor made acquistion for TSLA. Tons of power for short ranges.
  • Y
    Yahoo Finance Insights
    MLR is up 5.71% to 26.95
  • Y
    Yahoo Finance Insights
    MLR is up 6.94% to 27.75
  • L
    Lance
    This was mentioned in an article discussing some undervalued stocks. Looks pretty good to me. Fairly low PE, good balance sheet. I'll probably get some.
  • Y
    Yahoo Finance Insights
    MLR reached a new 52 Week High at 29.30
  • Y
    Yahoo Finance Insights
    MLR is up 13.87% to $27.10
  • Y
    Yahoo Finance Insights
    MLR reached a new 52 Week Low at $22.80
  • P
    Phillip
    Anyone know if there is something we should be concerned about with MLRs performance or is this all due to short-term issues?
  • Y
    Yahoo Finance Insights
    Miller Industries reached a 52 Week low at 30.20
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