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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From: rdkflorida2 | 2/7/2022 9:24:51 AM | | | | AIRI has turned around. Just a matter of time before it gets "discovered" by investors and traders. Right now in a bottoming process. I could see $3.00-$4.00 by year end. Profitable, cash flow positive with improving profit margins. .10 for 2022>? RDK |
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To: rdkflorida2 who wrote (102) | 2/8/2022 12:51:53 PM | From: rdkflorida2 | | | Updated thoughts. Looking at everything. In house movement of some work is complete. Cost was "minimal". Two new lathes due in sometime in March. One minor grinding machine now up and running. There are still some options and warrants due to expire soon. These are at $3.00-$4.00. They will expire and not be exercised. Some convertible shares are still outstanding and "IF" converted would bring total A/S up to 34 Million, plus or minus. Conversion would also eliminate interest payments. None of the debt is "toxic". NONE! Total debt is around $24 Million. There is "no" risk of delisting. Using very conservative metrics the PPS should be somewhere around $1.20 to $1.50 right now. Expect 4th qtr and 2021 numbers around end of Feb, beginning of Mar. With an estimate of .08 profit per share for 2022 and a "reasonable" 12 to 15 multiple AIRI is undervalued. Expect work orders to filter down to AIRI from LMT and other larger DoD contractors in the next 3-6 months. Looking better and better. RDK |
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From: rdkflorida2 | 2/9/2022 10:31:38 AM | | | | I've sold other holdings and am now with some additional cash. Just waiting for a better entry point to go all in. TWT if I am right on this. RDK |
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