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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (3556)	2/17/1999 4:51:00 PM
From: Bucky Katt	Read Replies (2) \| Respond to of 57584

I have another one, one I have talked about a lot, but no one seems to "get it", get it? <LOL> BTW, this is another specialty chemical co. Anyway, from todays sec filing on COHT, and I am telling you, they are using this stuff like crazy on the crumbling water pipes in old systems, like Chicago. I also like the warrants COHTW.....and nobody better ask me about the warrant terms, 'cause I have posted it many times, and I won't do it again. All I will say is they are cheap. Trades at book, baby 1.3 mil float, etc...............prints money, it seems, makes a million times more $$$ than 99% of the inet hi-fliers.....what a joke....why am I the only one to see this stuff?? RESULTS OF OPERATIONS Fiscal Year Ended November 30, 1998 as compared to Fiscal Year Ended November 30, 1997 Net sales for the fiscal year ended November 30, 1998, were $11,736,000 representing an increase of $1,905,000 or 19.4%, from fiscal 1997 net sales of $9,831,000. The increase consisted of a $1,070,000 or 89.3% increase in net sales of coating and grout products to $2,268,000 in fiscal 1998. This increase was primarily attributable to increasing acceptance and specification of AquataPoxy and Raven products. Equipment systems and parts sales increased to $9,468,000, an $835,000 or 9.7% increase from fiscal 1997 net sales. The increase in equipment systems and parts sales was attributable to a 22% gain in domestic sales offset by a 3% decrease in foreign sales. The decrease in foreign sales was primarily due to a 21% drop in sales to the Asian/Pacific region offset somewhat by increased sales in Europe and South America. For the fiscal years ended November 30, 1998 and 1997,respectively, gross margins as a percentage of net sales were 43.9% and 43.5%, respectively. The slight increase in gross margin in fiscal 1998 was due to increased sales volume of the higher margin coating and grout products, offset by a decrease in equipment margins attributable to competitive pricing primarily in the China and Spain markets. Also, a product mix consisting of increased sales of OEM systems with lower margins than standard system sales attributed to a decrease in equipment gross profit margins. There is alot of value in these ignored gems. cohesant.com

To: Rande Is who wrote (3556)	2/17/1999 5:08:00 PM
From: Jerry S.	Read Replies (1) \| Respond to of 57584

Rande, I disagree with you somewhat on AFPC, regarding your "too late" scenario. I did buy some AFPC today and will be watching closely tomorrow in order to try and add more. I think what you are trying to say is to be careful of potential volatility, and I agree. If this thing gaps up tomorrow, then I say definitely wait to see what happens but if it stays stable or even goes down a little I will be buying. This one looks to me as an issue which can be good both short & long term. I also like the fact that it is not a BB. Whatcha think?