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To: richardred who wrote (4471)	1/26/2016 1:49:19 PM
From: richardred	1 Recommendation Recommended By The Ox Respond to of 8248

With a unsolicited bid for TEX - Terex by a Chinese Company . I think that says their infrastructure economy is slow , but not dead. Message 30310181

To: richardred who wrote (4471)	3/3/2016 12:34:36 PM
From: richardred	Read Replies (1) \| Respond to of 8248

The infrastructure building group is on fire today in a bland overall market. Joy & Cat seemed to set the stage, although both are struggling hard in commodities. Construction spending was a bright spot in the latest Commerce Department figures. Who can argue America's infrastructure is in great shape? RE-The economic outlook was further bolstered by another report on Tuesday showing construction spending scaling a more than eight-year high in January. Though automobile sales slowed a bit in February, they remained at levels consistent with strong consumer spending reuters.com

To: richardred who wrote (4471)	6/6/2016 12:18:27 PM
From: richardred	1 Recommendation Recommended By The Ox Read Replies (2) \| Respond to of 8248

Here's your ASTE Backlog sign. Snip >Backlog jumped 48.7% year over year to $432.8 million as of Mar 31, 2016 mainly driven by its domestic backlog, which recorded a substantial 90.3% year-over-year improvement. This is primarily attributable to the passage of a new Federal highway bill, ongoing strong private market activity and the $122.5 million pellet plant order. The company also received the remainder of the contracted payment on the first $30 million order.

To: richardred who wrote (4471)	7/20/2017 1:45:31 PM
From: richardred	1 Recommendation Recommended By The Ox Read Replies (1) \| Respond to of 8248

Construction Equipment and Building Material Machinery well on Track FRANKFURT/GERMANY, July 19, 2017 – Following a good start to the new year, the upward trend has continued both in the construction equipment and the building material machinery industry. The sector expects to increase its total turnover by 5 percent by the end of the year to around 14.6 billion Euros. Especially for construction equipment manufacturers, business has been much better than expected at the beginning of this year, both in Germany and on the international markets. This is true for all sub-sectors, namely earthmoving, civil engineering, tunneling, building and road construction machines. In addition to the good business development in Europe during the past years, demand is now also picking up in world regions that have performed weakly most recently, like for example China or Russia. The companies are pleased about this simultaneous push but it also presents new challenges for them. Some of them reported having supply bottlenecks on the supplier’s side already. After a weak 2016, building material manufacturers are now enjoying a considerable upturn of business, mainly coming from Germany and Central Europe. The sector is still a long way from the good levels it had achieved in the years before 2012. A stronger sustainable business development in the building machinery sector is not expected until 2019. „The unexpected significant good business development is good for us“, said Johann Sailer, chairman of the Construction Equipment and Building Material Machinery Association of VDMA (the German Engineering Federation) at the association’s board meeting recently held in Coburg, but he cautioned against excess optimism. In view of the general political and economic climate, the situation could take a turn at any time. “The growth forecast of plus 5 percent is therefore not cast in stone”. bi-constructionnews.com

To: richardred who wrote (4471)	2/7/2018 1:48:45 PM
From: richardred	Read Replies (2) \| Respond to of 8248

RE-MNTX backlog 2017 fourth quarter sales were $64.5 million and backlog as of 12/31/17 was $61.5 million an increase of 22.3% from Q3 2017. Backlog increased to $81.3 million as of January 26, 2018, an increase of 32% versus year-end 2017. Message #4471 from richardred at 11/6/2015 11:12:15 AM The highway Bill passed. I expect for a good forward sector rotation in companies that will benefit. Take a look at what Astec & Alamo Group did yesterday. I expect cement & aggregates companies to benefit. I own MNTX but I expect it to be a secondary beneficiary to the sector. GENC might be a good pure play to watch. It's on my watch list now. ASTE & ALG already on the list. Take a look at the canal lock by my house its in total disrepair. A good thing to keep on eye on these companies is their backlog. Richard - richardred @rreding1 $MNTX IMO many #Republicans & #Democrats agree the #roads & #bridges are in disrepair. 12:50 PM - Nov 5, 2015 See Richard - richardred's other Tweets