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T.PLS
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I am waiting for Hanson and cemex. At stake are margins, volumes and market...
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T.PLS
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The commodities you cite have almost no relevance to sand/gravel. The pricing...
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T.PLS
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It's not going to 12, which would be more that a 1b valuation, because of...
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T.PLS
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I am buying hbc, but only at starting position and don't know it as well...
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T.PLS
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Seems like such a lousy company, I hadn't considered but it is a "us...
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T.PLS
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I honestly don't know what the correct protocol is if they were...
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T.PLS
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If this is another aggregates company bidding (mlm or hei) 300mm usd is...
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T.PLS
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The guy on the call knew this thing well but stopped participating on the...
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T.PLS
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Yes I did and heard it more or less as you describe, though not sure what...
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T.PLS
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I can't say I'm not happy about Vulcan deal, but strange that it came...
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T.PLS
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Amgn, it was what it was. Firstly, almost incredible that a few guys put...
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T.PLS
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I don't think that cemex lacks interest in PoLB at all. They simply were...
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T.PLS
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Before my time, but once they proceeded with the first Long Beach project...
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T.PLS
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It's a good price for in place volumes, but cheap based on strategic...
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T.PLS
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A take under is a risk, though I think there is some protection against that...
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T.PLS
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http://thesfshipyard.com/ Can't help but believe it's closer to 100%...
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T.PLS
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Long term it's a great dividend model. Don't have the statements in...
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T.PLS
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For me gross margin and ebitda are what matters most. Gross profit more than...
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T.PLS
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It doesn't seem as though it is generally appreciated but Polaris was...
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T.PLS
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Cash gross margin per ton was $3.70 in Q2. They are saying margins will...
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