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   Strategies & Market TrendsSpeculating in Takeover Targets


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To: richardred who wrote (4475)8/30/2017 11:30:35 AM
From: richardred
   of 6272
 
RE- ASTE speculation IMO Harvey will be added stimulus for a CAT hypothetical acquisition. RE- MNTX speculation. RE- Harvey stimulus- IMO the same hypothetical for TEX to buy MNTX. If nothing happens. IMO both Goods stocks along with ASV to own for Harvey post stimulus boost. The ASV Posi Trac is perfect for clean up & coming infrastructure spending.

Aggregate & Mining Group

The Aggregate and Mining Group ( Telsmith, Kolberg Pioneer, Johnson Crushers International, Breaker Technology, Astec Mobile Screens, Osborn Engineered Products, Astec do Brasil and Telestack ) provides innovative solutions for the material handling, mining, quarry, recycling, construction and demolition industries. Exceptional customer support is a key element to the success of the Aggregate and Mining Group. The group is determined to satisfy customers by offering high quality and by listening to customers to better understand and meet their needs. The companies of the Aggregate and Mining Group design, manufacture and market a complete, world-class line of rocker breaker systems, rock crushers feeders, vibrating screens, conveyors, washing and classifying equipment for open-mine, underground mining, quarry operations and bulk material handling systems. Through innovative technology the Aggregate and Mining Group is able to offer equipment that helps our customers perform better, safer and achieve maximum return on their investment.

Infrastructure Group

Among the Infrastructure Group companies, Astec, Dillman, Roadtec and Carlson have earned a reputation for high quality products and industry leading customer service. These four companies form a cohesive unit that design, manufacture and install a complete line of portable, relocatable and stationary asphalt mixing facilities and related components as well as a variety of pavers, paver screeds, milling machines, material transfer vehicles and soil stabilizers. Also members of the Infrastructure Group, Astec Australia and Astec Mobile Machinery are fully owned subsidiaries that are stores representing multiple Astec companies in Australia and Germany respectively. They serve the marketplace by providing sales, service, parts, logistics, and construction services for the Astec companies that they represent. The Infrastructure Group enjoys a reputation for engineering products with the most advanced and innovative technologies available. The products of the Infrastructure Group utilize advanced technologies to help customers maximize performance and safety.

Energy Group

The Energy Group consists of Heatec, CEI Enterprises, Peterson Pacific, GEFCO and Power Flame. Heatec industrial heaters are used in the oil and gas industry. Heatec thermal fluid heaters and storage tanks are used in a wide variety of industrial and construction applications. CEI makes specialized heating and storage equipment for the construction industry as well as nine models of concrete plants for virtually every concrete industry application. Peterson Pacific designs, makes drum, disc chippers and debarkers used to produce wood chips for pulp and paper production as well as biomass energy markets. Peterson horizontal grinders are used to grind asphalt roofing shingles that are then used in recycled asphalt. GEFCO makes a full line of water drilling equipment used for commercial and retail applications. GEFCO serves the oil and gas industry with vertical rigs and double pump trailers used to clean existing wells. Power Flame Incorporated manufactures gas, oil, combination gas/oil, low NOx burners and combustion control systems for commercial, industrial and process applications. All Power Flame products share environmentally conscious designs and are crafted from quality materials by an expert staff of dedicated professionals.


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To: richardred who wrote (4522)8/31/2017 10:54:01 AM
From: richardred
   of 6272
 
Making some new small buys in the oil patch today. Adding CRZO-JAG-ROSE-MTDR-CDEV as a basket to spread some risk.

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To: richardred who wrote (4430)9/1/2017 10:13:22 AM
From: richardred
   of 6272
 
Took some profit in HBIO today. Still long!

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From: Glenn Petersen9/2/2017 7:23:21 AM
   of 6272
 
Old concepts never die. SPACs continue to go public at a torrid pace. So far in 2017, twenty-two have gone public and raised over $6.8 billion. Thirteen went public in 2016 and twenty in 2015. I may start profiling some of the more interesting prospects.

Sometimes I am tempted to update my data base, but to do it right would probably be a three month project.

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To: richardred who wrote (4507)9/4/2017 9:38:31 PM
From: richardred
   of 6272
 

United Technologies Agrees to Buy Rockwell Collins for $23 Billion By
Ed Hammond
,
Rick Clough
,
Julie Johnsson
, and
Dinesh Nair

September 4, 2017, 6:54 PM EDT September 4, 2017, 8:27 PM EDT

bloomberg.com



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To: richardred who wrote (4257)9/5/2017 12:06:48 PM
From: richardred
   of 6272
 
RE-SHLM speculation A re-review? A new chemical deal.


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To: richardred who wrote (4540)9/5/2017 12:17:48 PM
From: richardred
   of 6272
 
Notable IMO-One director recently had an OMP of 75,000 shares.

Carrizo Oil & Gas Provides Update on Operations Following Hurricane Harvey and Announces the Sale of Its Utica Shale Assets
By GlobeNewswire, September 05, 2017, 06:30:00 AM EDT

HOUSTON, Sept. 05, 2017 (GLOBE NEWSWIRE) -- Carrizo Oil & Gas, Inc.(Nasdaq: CRZO) today provided an update on its operations following Hurricane Harvey as well as announced an agreement to sell its assets in the Utica Shale.

Operational Update Following Hurricane Harvey

Carrizo's producing assets and facilities in the Eagle Ford Shale sustained no damage as a result of Hurricane Harvey. In preparation for the storm, the Company suspended its drilling and completions operations in the play, but crews were able to return to the field last week, and all of the Company's operated Eagle Ford rigs and frac crews have resumed operations. As a result of downtime at third party midstream facilities and Gulf Coast refineries, sales volumes were temporarily reduced. The Company was able to secure some storage capacity, which has partially mitigated the impact on its production. Many of the third party facilities have restarted and resumed taking crude oil and natural gas, and Carrizo expects to be able to ramp back to nearly full sales capacity in the play this week. The Company plans to update its production guidance once more detailed information is available.

Utica Shale Divestiture

On August 31, 2017, Carrizo entered into an agreement to sell substantially all of its assets in the Utica Shale, located primarily in Guernsey County, OH, for $62 million in cash, subject to customary closing conditions. Additionally, Carrizo could receive contingent payments of up to $15 million in aggregate based on average annual WTI prices exceeding certain thresholds over the next three years. The effective date of the transaction is April 1, 2017, and the transaction is currently expected to close by October 31, 2017.

S.P. "Chip" Johnson, IV, Carrizo's President and CEO, commented, "While we cannot yet fully quantify the impact of Hurricane Harvey given potential damage to third party midstream and refining assets along the Gulf Coast, we are pleased to report that our employees are safe and our assets were not damaged. I'd like to commend our staff for their effort and dedication leading up to the storm as well as in the days following it. As a result, our team was able to return to drilling and completion operations with limited downtime as well as finalize the sale of our Utica Shale package while also dealing with the personal aftermath of this historic storm. As a Houston-based company, our thoughts continue to be with our employees as well as our neighbors and the many other Texans who were impacted by Hurricane Harvey and are dealing with very difficult conditions."

Carrizo Oil & Gas, Inc. is a Houston-based energy company actively engaged in the exploration, development, and production of oil and gas from resource plays located in the United States. Our current operations are principally focused in proven, producing oil and gas plays primarily in the Eagle Ford Shale in South Texas, the Delaware Basin in West Texas, the DJ Basin in Colorado, and the Marcellus Shale in Pennsylvania.

Statements in this release that are not historical facts, including but not limited to those related to sales capacity, updates, closing date timing, contingent payments, guidance, production, the estimated production results and financial performance, effects of transactions, timing, levels of and potential production, downspacing, oil and gas prices, drilling and completion activities, drilling inventory, including timing thereof, production mix, development plans, growth, hedging activity, the Company's or management's intentions, beliefs, expectations, hopes, projections, assessment of risks, estimations, plans or predictions for the future, results of the Company's strategies and other statements that are not historical facts are forward-looking statements that are based on current expectations. Although the Company believes that its expectations are based on reasonable assumptions, it can give no assurance that these expectations will prove correct. Important factors that could cause actual results to differ materially from those in the forward-looking statements include assumptions regarding well costs, estimated recoveries, pricing and other factors affecting average well returns, results of wells and testing, failure of actual production to meet expectations, performance of rig operators, spacing test results, availability of gathering systems, costs of oilfield services, actions by governmental authorities, joint venture partners, industry partners, lenders and other third parties, actions by purchasers or sellers of properties, satisfaction of closing conditions and failure of disposition to close, purchase price adjustments, integration, WTI price levels, and other risks and effects of acquisitions, market and other conditions, risks regarding financing, availability of well connects, capital needs and uses, commodity price changes, effects of the global economy on exploration activity, results of and dependence on exploratory drilling activities, operating risks, right-of-way and other land issues, availability of capital and equipment, weather, and other risks described in the Company's Form 10-K for the year ended December 31, 2016 and its other filings with the U.S. Securities and Exchange Commission. There can be no assurance any transaction described in this press release will occur on the terms or timing described, or at all.

Source: Carrizo Oil & Gas, Inc.



Contact:        Jeffrey P. Hayden, CFA, VP - Investor Relations (713) 328-1044              Kim Pinyopusarerk, Manager - Investor Relations (713) 358-6430 




Source: Carrizo Oil & Gas, Inc.

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To: richardred who wrote (3277)9/5/2017 1:14:52 PM
From: richardred
   of 6272
 
New buy today. After a long hiatus. Decided to re-enter TWIN with a small buy. Mainly for it's marine division undergoing a recovery. Also one big hurricane that IMO could have a positive effect.

>Mr. Batten concluded: "Our six-month backlog at June 30, 2017 was $46,437,000 compared to $49,835,000 at March 31, 2017, and $35,709,000 at June 30, 2016. I am encouraged by improving oil and gas demand. We have also started to see positive signs in our global patrol boat and North American inland marine markets, but remain cautious within our overall commercial marine, pleasure craft, airport rescue and firefighting, military, and industrial markets.

twindisc.com

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To: richardred who wrote (4509)9/6/2017 10:50:29 AM
From: richardred
   of 6272
 
Exercised some MNTX Sept. 7.50 call options today. IMO for improving conditions down the road.

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From: richardred9/6/2017 12:14:36 PM
1 Recommendation   of 6272
 
Added some ROSE & ACET today on the new low.

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