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Bullboard Post History

by aggman


V.HBK

Contracts

contracts = committments. its very quiet on that front. Firebug: a well...

November 4, 2014

V.HBK

RE:RE:Heidelberg not to buy Holcim or Lafarge assets

True about Europe (as Holcim's and CEMEX's release confirmed european...

November 4, 2014

V.HBK

Heidelberg not to buy Holcim or Lafarge assets

HeidelbergCement has confirmed it will not buy any of the businesses that...

November 4, 2014

T.PLS

VMC Q3 - strong, no mention of California

http://ir.vulcanmaterials.com/investor-relations/news-releases/news-details...

November 4, 2014

T.PLS

PLS to release Q3 after close on Friday -> call Monday

my view: vol 1.06 - 1.13 m tons ASP $14.05 a hard date when...

November 4, 2014

T.PLS

Komatsu sales lift in the US

Komatsu, the world’s second-biggest maker of construction equipment, reported...

November 3, 2014

V.HBK

people need to remember...

...what management reported.  should be shipping agg now, should have...

November 3, 2014

V.HBK

Boston: More than a feeling

https://www.youtube.com/watch?v=SSR6ZzjDZ94 feelings, woah,    ...

November 3, 2014

T.PLS

Granite Q3 - positive comments on materials, 6-month outlook

"We are encouraged with overall margin improvement in the business...

November 3, 2014

T.PLS

Holcim reports 2014 Q3 - USA is the brightest spot

Volumes. Holcim’s cement shipments were 0.7% higher in Q3-2014 than in Q3...

November 3, 2014

T.PLS

RE:RE:RE:RE:The cycle, foundational investors and the future

thanks - i will look at Logistec. 2 comments: I think its good to have...

November 2, 2014

T.NI

US Silica Q3 (SLCA)

Key Takes: Step change in demand - "no reduction in demand" ...

November 2, 2014

T.NI

CanFrac Sands Q3

CanFrac Sands Corporation, in which La Ronge Gold in Vancouver, British...

November 2, 2014

T.PLS

RE:RE:The cycle, foundational investors and the future

I think its normal for Polaris to report Q3 around 10-15th of November.  ...

November 1, 2014

T.PLS

The cycle, foundational investors and the future

Frozen in Ontario: I'm fascinated by this cycle - there is indeed the...

October 31, 2014

T.PLS

RE:Aggregates from Mexico

VMC has the Yukan position - a mega quarry - in Yukatan Peninsula, Maya...

October 31, 2014

T.PLS

a Giant moment

not really scholarly research but the SF giants winning their 3rd WS in 5...

October 30, 2014

T.NI

RE:RE:RE:hitting production capacity

thats an excellent question - because listening to MLM and EXP - and CX fo...

October 29, 2014

T.NI

hitting production capacity

This is a good release. Some measured comments from Ken Murdoch: 1.  ...

October 29, 2014

V.HBK

RE:lack of volume and price movement up.....

i think volume, price tension and next-level of investor interest will come...

October 28, 2014

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