Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

A O Smith Corp V.AOS


Primary Symbol: AOS

A. O. Smith Corporation applies technologies and solutions to products manufactured and marketed worldwide. The Company operates through two segments: North America and Rest of World. Both the segments manufacture and market a comprehensive line of residential and commercial gas and electric water heaters, boilers, tanks, and water treatment products. Its Rest of World segment is primarily comprised of China, Europe, and India. The North America segment serves residential and commercial end markets with a range of products, including water heaters, boilers, water treatment products, and other. The Company also manufactures expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, related products and parts. Its Lochinvar brand is a residential and commercial boiler brand in the United States. Its water softener branded products and problem well water solutions include the Hague, Impact Water, Water-Right, Master Water, Atlantic Filter and Water Tec brands.


NYSE:AOS - Post by User

Bullboard Posts
Comment by vlieton Jan 10, 2008 11:38am
273 Views
Post# 14180693

RE: re.: AOS Update

RE: re.: AOS Update

Management has always been clear the model is to drill and develop resources then when reserves are booked and the resource is ready to be developed they would sell to the highest bidder.  The only change I can see from this model is to partner with a larger company and once ready to develop and retain a percentage of ownership of the resource while it is being developed.  Both of these scenarios are a ways away.

 

Regarding dilution:  as with any junior stock yes there will be dilution before aforementioned events take place.  The key thing to remember is if results come in as expected on the first holes the share price should spike significantly to make our valuation comparable to similar companies.  That combined with at some point there should be another run up on all these beaten down oil sands juniors and AOS should be able to finance at considerably higher price than today's price therefore much less dilution.  I hope they have the cajones to wait for such an even to happen as they are well financed for this year right now.

Bullboard Posts