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   Microcap & Penny StocksAIRI - A Unique Opportunity in Value Stocks


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From: rdkflorida210/28/2021 9:14:39 AM
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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 120
 
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 120
 
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 120
 
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 120
 
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: rdkflorida211/3/2021 5:14:35 PM
1 Recommendation   of 120
 
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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From: rdkflorida211/16/2021 9:10:40 AM
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More rumored deals. PPS spike during after hours but since has retreated. I've been surfing the net for news all morning. Nothing yet. Maybe news after market opens?? I am still a buyer on the pullbacks. Let's see where we go from here. RDK

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From: rdkflorida211/16/2021 9:53:22 AM
   of 120
 
Allocation of capital indicates a MUCH higher PPS in the near future. Most likely right after the first of the year. High priced options and warrants go away. Once the PPS starts moving momo takes over. We will see AIRI valued at a 2-3 times revenue ratio. Take away or just reduce debt and we get a minimum $4-$6.00 PPS, imho. I am still adding on the pullbacks. RDK

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From: rdkflorida211/16/2021 12:30:19 PM
   of 120
 
Huge AH trading volume yesterday and an afternoon board meeting today?? Related of just ???? Maybe something is really in the works this time. Sometimes rumors have some truth to them. Hope to hear more later. RDK

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To: gizwick who wrote (44)11/30/2021 12:49:01 PM
From: rdkflorida2
1 Recommendation   of 120
 
I surf many stock boards/sites. I see where some information I give to friends or post here end up on several of those sites. So here is some info. direct from the company. Do what you will with it.

AIRI is "cash flow positive". Any poster who posts about liquidation, bankruptcy, etc. is FULL OF SH*T.

There has been NO serious offer brought to the company regarding a buyout. NONE. By law the company would have to acknowledge the offer. So anyone posting that nonsense is FOS.

ALL contracts are "fully funded". And AIRI only shows the portion of the contract released. So backlog reflects future revenue. AND at an increasing profit margin.

Overdue for delivery backlog is between 10-12%. Normally companies run at about 5%. This will be rectified by the end of the first qtr.

Two new machines are in. One will be up and running in about two weeks. Maybe three. The other sometime early in the first qtr. Another top of the line machine is being negotiated for right now. Expect to here about that some time next year.

Doubtful new contracts will be completed and signed until next year. We will be getting more work.

Mgmt. is delivering as per comments made in their C.C.s

More later. RDK

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