A O Smith Corp V.AOS

Primary Symbol: AOS

Industrials

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

A O Smith Corp

Bullboard Posts

Post by JimKon Feb 04, 2011 2:20pm

215 Views

Post# 18077574

A little speculation

Anybody care to engage in a littlespeculation?

I think that the permit is a prettysure thing and if the time line given by AOS around Q3 2011 is fairlyaccurate I see the stock stuck around .45 - .48 for awhile yet (I am alwayslooking to add around .45 - .46 ).

Any spike in the interim may indicateATH interest in taking a run at AOS.

I think ATH definitely wants this landpackage and it makes sense to make an offer before the permit andsubsequent share price increment.

What kind of a premium to SP do you seeif an offer was to be made in the near future?

I no longer follow Connacher so am notsure if they are able or interested in getting hold of AOS.

Declaration: I am very long on AOS andsee it as a possible life changer.

Bullboard Posts

Unique Battery Metals opportunity in Quebec