| To: rdkflorida2 who wrote (74) | 10/28/2021 1:03:52 PM | | From: PJr | | | | 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 | | | | | 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 | | | | | 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 | | | | | 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 | | | | | | | 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: rdkflorida2 | 11/16/2021 9:10:40 AM | | | | | | | 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: rdkflorida2 | 11/16/2021 9:53:22 AM | | | | | | | 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: rdkflorida2 | 11/16/2021 12:30:19 PM | | | | | | | 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 | | | | 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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| To: rdkflorida2 who wrote (83) | 12/2/2021 9:38:27 AM | | From: rdkflorida2 | | | | I have shared info I post here with others. So you will most likely see portions of what I post on other sites. During my last call to AIRI I asked the CFO to "reaffirm" comments made during the C.C.s. He did. Nothing has changed other than the PPS. I attribute the fall to year end tax planning. Sooo.
No more shares will be issued. The new bank deal has put that to rest.
Installation and negotiations for new machines are proceeding on schedule.
Options and Warrants will be expiring soon. Anyone can check AIRI filings to see the exact timing on this.
Taglich bros. are all in, 100%.
Moving work "in house" is on schedule. Regulatory red tape is tedious but all is proceeding as planned.
If not for covid bottlenecks Revs and Profits would be higher. *Maybe much higher.
Anyone, and I mean anyone is invited to call the company and discuss anything of concern. I personally spoke with a Taglich brother. No insider info. I just asked for affirmation of the info in the C.C.s.
If there are any questions on what I post I am open to discussion. For now I expect the gap at .80 to be filled. Like many others I am putting in bids daily. Maybe I will score some really cheap shares.
Patience required. RDK |
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