AIRI - A Unique Opportunity in Value Stocks

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Microcap & Penny Stocks AIRI - A Unique Opportunity in Value Stocks

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To: rdkflorida2 who wrote (69)	9/17/2021 6:29:40 AM
From: rdkflorida2	of 203

Rally still possible but not just yet. Covid has reeked havoc with AIRI vendor(s). This is delaying deliveries. Third qtr. revenues will be lower than expect due to this situation/bottle neck. I believe this is the major part of the sell off. Institutions will be selling into this for end of year tax loss selling. I cannot rule out a drop in the PPS to as low as .80. Other than the above, nothing has changed. No new shares will be issued as bills can be paid out of cash flow. IMHO, this is a blip that is causing a negative overreaction. Expect something from the company, maybe a shareholder letter, to give more info on this. Probably year end. I've been buying in very small numbers with lowball bids. 100 shares at a time with no charges from TDAmeritrade. Many options expiring at end of year. 35 million looks to be the total shares authorized. More later. RDK

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To: rdkflorida2 who wrote (70)	10/5/2021 10:16:32 AM
From: rdkflorida2	of 203

Update on my thoughts. AIRI is moving some work done by vendors in house. This will alleviate some of the bottle necks. Investing in new capital equipment will help get new contracts going forward. Also it will help get more product out the door faster going forward. $2.5 Million in new state of the art equipment this year and $5 Million next year. None of this will help with 3rd qtr. numbers. I have held off buying more shares as I expected more down in the PPS. Short term pain, but longer term GAIN. As long as no new shares are issued, and I doubt there will be, PPS should be much higher next year. Finally, options and warrants expiring at year end will also keep a cap on shares. If/when gap at .80 is filled I will be buying big time. RDK

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From: Julius Wong	10/14/2021 8:55:05 PM
	1 Recommendation of 203

Air Industries shares surge 25% after CH-53K heavy lift helicopter long-term agreement Oct. 14, 2021 4:25 PM ET Air Industries Group (AIRI) By: Aakash Babu, SA News Editor Air Industries (NYSE: AIRI) announces that its Sterling Engineering subsidiary has been awarded a new long-term agreement to deliver "Chaff Pods" for the new CH-53K heavy lift helicopter. Air Industries shares up more than 25% post market. Based on existing orders for the aircraft the LTA should have a minimum value in excess of $5.2M. The CH-53K is a sea-based, long range, heavy-lift helicopter providing three times the lift capability of its predecessor and exceeding all other DOD rotary wing-platforms. The primary mission of the aircraft is to support the US Marine Corps in transporting personnel and equipment from naval ships to land in the Indo-Pacific Theater.

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From: rdkflorida2	10/15/2021 12:24:14 PM
	of 203

It looks like Richmond Bros. had to sell. I think they made some bad moves and needed cash. Now that they are out AIRI should see a nice up trend going into year end. $1.50 or so soon? TWT.

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From: rdkflorida2	10/28/2021 9:14:39 AM
	of 203

AIRI>>>> Getting close to 3rd qtr. numbers being released. I'm on "hold" with any new buying. Also, I am expecting a more detailed mgmt. review and possibly a shareholder letter to be part of the C.C. after the numbers come out. I've speculated that the numbers will be on the weak side due to covid related delays. Going forward I expect positive comments from mgmt. PPS move will depend on how the markets receive the numbers and comments. Maybe a knee jerk reaction and selling? Hard to say at this time. Any big drop and I will be a buyer big time. I believe 2022 will be "gonzo" good for AIRI and the PPS. All, imho based on what the facts are at this time. RDK

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To: rdkflorida2 who wrote (74)	10/28/2021 1:03:52 PM
From: PJr	of 203

I think we won't be lacking for time to be adding at a lower price. Some of the defense aviation contractors are announcing lower earnings estimates for the remainder of this year and for next year due to supply chain issues. That's an issue that has already begun to create large and harmful ripple effects and a quick resolution to this problem doesn't appear to be on the horizon. I anticipate that AIRI will probably have to make mention of this issue as well. Even if AIRI isn't directly impacted by material shortages, their customers may not be equipped to accept deliverables due to their supply chain issues which won't help. I'm holding for now due to my relatively low entry point but my finger is close to the trigger. Ultimately I think they will do well but I'm not optimistic for the short term. PJr

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To: PJr who wrote (75)	10/28/2021 5:25:54 PM
From: rdkflorida2	of 203

Everything you mentioned is true and should be factored into anyone's thinking on buying/selling. There is no doubt in my mind that 3rd qtr.. will be weaker than anticipated. Once AIRI gets thru this weakness things will improve dramatically. My finger is right next to the BUY trigger. Especially if the PPS drops to close that gap at .80. Everyone should call in to the C.C. and listen to mgmts. comments on the future. 2022 should be gonzo good. TWT. RDK

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To: PJr who wrote (75)	11/1/2021 11:56:35 AM
From: rdkflorida2	of 203

Numbers and C.C. Wednesday. Weak 3rd qtr could cause some selling. End of year tax loss selling also. Everyone interested in AIRI should make a point of listening in on the C.C. RDK

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To: rdkflorida2 who wrote (77)	11/3/2021 3:05:04 PM
From: rdkflorida2	of 203

Numbers much better than I expected. I thought covid bottle necks would hurt more. C.C. at 4:30. Should hear about the future with a direct address to shareholders. We shall see.

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From: rdkflorida2	11/3/2021 5:14:35 PM
	1 Recommendation of 203

AIRI. The C.C. sounded pretty good. Lots of positives. The transcript should be available soon if anyone who missed the call has any interest. All comments appreciated.

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