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 Jun 15, 2012 4:27pm

170 Views

Post# 20019721

RE: Chads aim

Hi Sven,

No, it's not just you who feels this way. This excerpt from shareholders letter kind of sums up what I think is their agenda:

"we believe the Dissidents’ public battle with AOS is a smokescreen for their undisclosed agenda. Led by a disgruntled former AOS employee, we believe that they aim to seize control of AOS’ carefully-planned development program without offering a premium to shareholders, as normally happens in a change of control. We believe the Dissidents then intend to use AOS’ sizeable cash reserves to foist on our projects
an unproven technology in which they have an interest."

Regards, Jim

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