To: rdkflorida2 who wrote (91) | 1/25/2022 9:48:39 AM | From: rdkflorida2 | | | Had a nice conversation with AIRI mgmt. Nothing huge. Confidence in continued growth throughout the company. I asked if .02 profit per qtr. was doable and the answer was yes. More investment in new capital equipment. Cash flow positive. Debt should continue to be reduced. Everything is happening as discussed in the C.C.s. Accounts payable down to 36 days and improving. No comments on new work. Expect news and C.C. end of February beginning of March.
My thoughts. If we can get a P/E of 20-30 we can see a PPS of $1.60 to $2.40 in a few months, IMHO. It's just a matter of getting the facts out to investors. With insiders buying and holding shares I see no more big sales by any person or institution. Keep an eye out for the news in 6-8 weeks or so.
GLTA going forward. RDK |
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From: rdkflorida2 | 1/27/2022 9:15:52 AM | | | | Current market conditions have me on hold for any new buying. Staying with the cash I have. Some big market players are calling for, (my words), a "full Monty Volker move" by the Fed. I am not predicting it, but that could lead to an *87 type down day sometime in the future. So,..done with buying for now. RDK |
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From: rdkflorida2 | 1/28/2022 9:19:07 AM | | | | I've been mulling over AIRI CFO commenting to me that .02 per qtr. was "doable". So, what IF AIRI out performs and does .03 or better? Now we are talking a $4.00 to $5.00 PPS. Expect numbers end of Feb. beginning of March with a C.C. Just something to think about. "Under promise and OVER perform?? RDK |
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From: Julius Wong | 1/31/2022 10:23:13 PM | | | | Air Industries rises 8% on ~$1.9M contract from US Air Force
AIRI +2.35%Jan. 31, 2022 4:51 PM ET
Air Industries' (NYSE: AIRI) Long Island-based subsidiary Air Industries Machining was awarded a ~$1.9M contract to produce components for the landing gear of the US Air Force’s B1-B.
The deliveries are expected in 2023.
"One of our goals in 2022 is to expand our product line. This order furthers that goal. During the first month of 2022 we have received and announced new orders or long-term agreements totaling more than $25 million -- an excellent start to the year,” said Air Industries CEO Lou Melluzzo. |
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To: Julius Wong who wrote (96) | 2/1/2022 7:07:24 AM | From: rdkflorida2 | | | Expanded/expanding product line. $25 Million in new orders in 1st qtr. Backlog well over $100 million. More product out the door faster with increased profit margins. Looks like a minimum of .08 profit for the year. A modest 20x PE ratio gets the PPS to $1.60. What's not to like. RDK |
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To: rdkflorida2 who wrote (97) | 2/2/2022 10:18:54 AM | From: rdkflorida2 | | | AIRI>>> Just recently LMT received a DoD Air Force contract to $1.2 BILLION. It will take 3-6 mos. for that money to filter down to sub contractors like AIRI. Expect more contracts to be announced in the near future. It's just getting better and better for AIRI. Barring a "Black Swan" event AIRI will be $3-$4.00 this year. American Bulls has AIRI as a BUY. RDK |
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