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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

Post by fcabreseon Jul 23, 2015 9:17am
104 Views
Post# 23952008

Reality Check

Reality CheckWe all know that AOS mgmt is just there to collect their paycheques and try and snap up as many options at they can....we know AOS is never going to pump a barrel of oil...we know that the African projects were a failure...and we know that they're never going to get fair market value for the remaining leases they have.  BUT...they have 16c share in cash and the leases they do have are worth something to somebody, just no idea how much.  As a result, 10.5/11c share is a steal at this point...even for a dog company.  The bashers can bash, the pumpers can pump, but at the end of the day, this company will be sold or dissolved at the minimum for cash value, a 50% premium on where we are right now.  The question is when will this happen and how many more paychecks will these clowns collect beforehand.  
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