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Bullboard Post History

by aggman


T.PLS

Valuation - a number of ways to cut it.

The Company has not earned anything yet been valued at $300M.  Does that...

May 7, 2015

T.PLS

Excellent read, comments and questions...

Picking up on Frozen in Ontario and Amgn68 -  I feel Amgn68's acute...

May 3, 2015

T.PLS

Martin Marietta

A really impressive set of numbers and outlook from MLM.  Revisions up...

April 30, 2015

T.PLS

CEMEX Reported 2015 - Q1 - big bump in Cal volumes

noted in the Q&A that CA experienced exceptional weather in 2015 Q1 and...

April 26, 2015

T.PLS

US Concrete - acquiring / stock soaring at $35.55

U.S. Concrete has completed the acquisition of all of the issued and...

April 2, 2015

T.PLS

CEMEX cement for California transit system

Behind every great cement company, is a great aggregate company.   This...

March 28, 2015

T.PLS

looking back (2014) - (2015) looking forward

Looking back (2014) - Valid gripe (Agmn68) on Port of Long Beach - this has...

March 10, 2015

T.PLS

RE:RE:RE:Juniors versus Seniors / Management / Value / suitors / AE

The devil (and God) is in the detail. Firstly the degree of the problem...

February 13, 2015

T.PLS

Juniors versus Seniors / Management / Value / suitors / AE

Seattle, I will wear my one golden star with pride. It is interesting - I...

February 12, 2015

T.PLS

MLM, VMC, EXP, CX and our PLS

I concur the industry backdrop (as reported by the majors thus far) down in...

February 12, 2015

T.PLS

Reporting season and the driest 5-weeks in SF / low diesel

Seattle Slim - you whisper and the market moves.  I am calling you Sage...

February 6, 2015

T.PLS

2015 - Californian Market Demand side

A lot published this week.   2 most important call-outs: 1.  An...

January 7, 2015

T.PLS

Vulcan Materials Buys West Coast Aggregates (July,14 trans.)

Not new news, but some details around it - just east of Half Moon Bay - this...

December 29, 2014

T.PLS

2015

eattle Slim - I do appreciate your analysis of PLS - in fact - would I like...

December 27, 2014

T.NI

RE:RE:RE:Fact Sheet

I'd point out that VS/VN does not produce enough sand to be effected (too...

December 27, 2014

T.PLS

2024 Olympic bid presentation - made at Redwood City

Interesting: bids presented today - LA, SF, BOS, DC. LA Times reports Bostons...

December 17, 2014

T.PLS

IR, other functions, marketing and the new logo

Kind words Mr. Miningfundi -  - appreciate that commentary. I don't...

December 15, 2014

T.PLS

RE:RE:RE:2014-2015 the eternal, relentless march forward

Thanks VC1.  Marine oil prices will come down, and then should help the...

December 14, 2014

T.PLS

RE:2014-2015 the eternal, relentless march forward

Correction: Candlestick will get served from one o fthe SF pier terminal (not...

December 14, 2014

T.PLS

2014-2015 the eternal, relentless march forward

Firstly, fellow contributors - I want to say thanks for your posts and thanks...

December 14, 2014

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