They’ve also somewhat reliably paid a dividend since 2003 (fluctuating between 13 to 32 cents, with a one time 80 cents payout in 2009 [!]).
FactSet doesn’t have earnings data since 2012. Bloomberg has some EBITDA numbers, but they essentially look like the Operating Cash Flow (i.e. sideways over many years).
They have a very low Leveraged Dept/Capital ratio of <2%.
No analysts seem to cover them which is not too much of a surprise given they’re a such a microcap.
They have substantial insider ownership (21.5%) albeit by two insiders only. It looks like instituional ownership increased from 10% to 15%. 63.15% of the owners are individuals.
ADM down big today after CFO put on leave, accounting practices investigated, requests from SEC, delayed earnings release, and profit forecast cut.
It’s now down below the price I sold it back in 2021. Down over 16% in pre-market. I picked some up sub-$57. Waiting to see how this reacts as market opens.
HAUTO’s performance continues to suprise me and wish I picked it up earlier than I did. Similarly, for random thought, WWI/WAWI for the same RORO ship and EV transport from China play.
Also sold off half my KAP position today replacing with URNM to diversify a bit since my KAP holding grew a bit too large for a company with a lot of political risk.
So, turns out my my taste is fluid, even in one evening: I couldn’t resist in the end and sold a $42.5 Sep 24P for ADM for $160 last night.
Today’s the dead-cat-bounce of the underlying.
I’m telling myself this will end well.
Same thinking here… AI related stocks like ARM and SMCI are going crazy… I got at least some ARM at the IPO last year but a small amount as I evaluated it quite risky being an IPO.
Yeah, totally crazy, and I was watching that one since a year at least where it was around 200-300 USD but I was telling myself hmmmmmm no, to expensive to buy…
Well that’s what our Investment Policy Statement would say yes but yeah I already skipped last month monthly buying of VT to buy a fraction of some BTC which I said I would never buy, naughty me.
But at least I allow myself a 5% fun portfolio and I have a bit of margin left there so probably this month I will also skip buying VT to invest more in my fun portfolio.
Some begin to say that this is the start of the bull run If yes, then I want to be at least invested 5% in stocks which can potentially enjoy a nice ride. If it crashes I’ll stick with these stocks because anyway I try to buy companies which I tend to like (e.g. AMD is also on my radar).
By reading and partipating to this forum, you confirm you have read and agree with the disclaimer presented on http://www.mustachianpost.com/
En lisant et participant à ce forum, tu confirmes avoir lu et être d'accord avec l'avis de dégagement de responsabilité présenté sur http://www.mustachianpost.com/fr/
Durch das Lesen und die Teilnahme an diesem Forum bestätigst du, dass du den auf http://www.mustachianpost.com/de/ dargestellten Haftungsausschluss gelesen hast und damit einverstanden bist.
but yeah I already skipped last month monthly buying of VT to buy a fraction of some BTC which I said I would never buy, naughty me.
If yes, then I want to be at least invested 5% in stocks which can potentially enjoy a nice ride. If it crashes I’ll stick with these stocks because anyway I try to buy companies which I tend to like (e.g. AMD is also on my radar).
