OTCPK:PILBF - Post by User
Post by
aggmanon Jan 31, 2016 7:57pm
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Post# 24510942
2016, back in action after snowbird season
2016, back in action after snowbird seasonJust packed up the sunbeds, after 7-weeks in my son's van in Sarasota - and back to Mississauga - and just in time for the US aggregate industry to speak softly into the microphone.
Material is moving in Florida - i spoke to producers when i could and whilst not seering hot - the market is good in the US - credit, housng, employment, car lots, peeler bars all indicate so much.
Teach: I keep it brief:
- about 2 and a half to one year ago, management crowed up the potential prospects of the enterprise - but they have been clipped, blindsided by market externalities, and internal ineptitude, in broadly equal measures. Like many things in life the answer lies between the respective, well-considered opinions of seattle and amgn68.
- there is nothing more to say - the business is fairly well positioned and it is up to management to deliver. by deliver i refer to:
1. Sales, good sales into PoLB;
2. resolve their supply-chain issue at redwood city (supply chain? coda for we can't manage the key relationship with CEMEX, but we are telling the market we can).
3. push sales in the Bay; develop their business beyond Cemex, not in spite of cemex;
4. push pricing.
the demand side picture is strong as they have represented, the highway bill only underscore the next 5 year demand-side (commencing in 2017). Their quality is as good as stated. Forget Palmdale - but good you mention it as it only reinforces the advantages of Polaris port entrances to markets.
Shareholders have suffered due to managements sleepiness - $2-$3 in share price improvement is all about the sharpness of management - Irwin Michaels thinks and writes so much.