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.

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A O Smith Corp

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Comment by JimKon Apr 19, 2011 1:33pm

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Post# 18454602

RE: Listen Closely to BNN Analyst remarks.

What I heard was it is not unraveling.
The land is probably worth more now because of tighter regulations and permitting.
He almost hinted that buying now would not be such a bad thing as it would mitigate a lot of risk.
They have enough money to progress to the next stage.
Consolidation in the sands is inevitable and all the smaller players will disappear.

I wonder at what point a buyout becomes likely, before or after permitting and also at what if any premium.

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