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Bullboard Post History

by aggman


T.PLS

MLM Q2 (Record sales, earnings expansion)

Nothing about MLM's Q2 release I did not like. Volumes and prices...

July 29, 2014

T.NI

RE:Questions

Nickels price is supported by the Indonesian ban (enacted in Jan, 2014...

July 28, 2014

V.HBK

Time to show operating performance

I am enthusisaticto see shipping of product soon.  Thats what will be a...

July 28, 2014

V.HBK

RE:RE:RE:firebug...estimate

Good question: Because only NOW - 7 years after launch is it doing 1 m tons...

July 25, 2014

V.HBK

RE:Now we are talking sense.

to augment this response.  What some analyts do is apply and ebitda...

July 25, 2014

V.HBK

RE:firebug...estimate

it is not a true - straight valid comparison, with PLS. PLS is yet to turn a...

July 25, 2014

V.HBK

RE:figure this out

Honestly, I think those numbers are low, here is why: 1.  ASP for...

July 25, 2014

V.HBK

RE:RE:RE:Story time

agg sells for $10 - in the cheapest markets in the US.  I think part of...

July 25, 2014

V.HBK

RE:moving up again

what do the asks at 0.65 and higher represent?

July 24, 2014

T.PLS

Q2 Eagle Materials - read through; US themes

Eagle Materials (EXP) reported Tue/Wed.  Stock up +6% on the release and...

July 24, 2014

V.HBK

Disciplined Housekeeping - terminologies & units

Cement (dry powder) is sold and priced by the ton Ready Mix Concrete (RMX...

July 24, 2014

V.HBK

RE:Just Back

Not joking: shortage of hostel beds has always been a strong leading...

July 24, 2014

T.NI

Eagle Materials 2015 Q1 report - read through on frac sand

EXP reported last night, call today. They now report a new segment: Oil &...

July 23, 2014

V.HBK

RE:i just want to be re-assured

As an outsider, HBK - nearing production has legs and marketability.  ...

July 22, 2014

V.HBK

RE:New ATH - 37 hit!

a vomitting dog! (Its going off)

July 21, 2014

V.HBK

What news flow this week, and were will HBK end, 50 cents -?

Beyong the financing closing, what else is on the docket, for the rocket?

July 20, 2014

V.HBK

RE:RE:its a very good sign

i dont know you, but i advise you not to break out the scotch at 1.  On...

July 18, 2014

T.PLS

CEMEX Q2 - read through for Polaris

CEMEX is one of Polaris's marketing partners in the SF Bay: q2 aggregate...

July 18, 2014

V.HBK

CEMEX q2 - strong in the US (specifically west coast)

CEMEX have reported (on call now) - strength in US cement, aggs, RMX - vols...

July 18, 2014

T.NI

Sector wrap in US & Canadian frac sand sector

All this week: SLCA makes $90M acq. in TX (will be acreative in Y1 with 11...

July 17, 2014

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