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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 Saskatoonboyon Feb 19, 2008 10:44pm
208 Views
Post# 14396437

RE: AOS-Strong Buy-Very compeling value summary!

RE: AOS-Strong Buy-Very compeling value summary!Sven as it relates to AOS I consistently chat with management on a regular basis and conduct thorough due diligence to ensure that I'm content with my continuing position in AOS. The potential African consession represents a meaningful value catalyst within AOS. It is very resonable to assume that given the robust activity in world oil and gas markets that AOS would look to maximize the value of this assesst under the appropriate circumstances. I would anticipate that potential value catalysts would consist of a spinning out of international assests to a separate company that Aos SHAREHOLDERS would receive pro-rata shares or the sale of the international assest to an international oil and gas company in exchange for that publically traded company which would then yield value as shares in AOS. Why would management not try to maximize value of this assest, isn't that their job? I anticipate that management will appropriately monitize or spin out this assest for cash.(adding value) Given the enormous, volitile energy I would acticipate that a savy AOS management team would attempt to unlock whatever value possible with an immaterial capital commitment. Long Platform.
Bullboard Posts