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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 fcabreseon Dec 01, 2011 10:02am
212 Views
Post# 19282616

RE: Don't think you guys are talking about the

RE: Don't think you guys are talking about theI think wdr is right.  I'd have to go back and check again but I'm pretty sure that the area that was to be affected bordered the Clearwater West area but didn't actually impact the zone that was to be developed.  I haven't gotten the sense from anything that I've heard or read that AOS is in any serious danger of not being able to move forward in Clearwater....but have just seen a couple of delays on the pilot app that has obviously frustrated everyone who had hoped we'd have approval by now.

In a worse case scenario, if CW was declined by the government, AOS would receive compensation to add to the 27 million they have in the bank and even if it were under market value, it would still be significant.  At that point, the company would have to take a hard look as to whether or not it's even worth continuing on with their other properties.  Either way, the current market cap would be a fraction of the company's cash balance.  I honestly don't see this happening anyway.
Bullboard Posts