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21	member 12/02/14 8:33AM Re: Whacked Again 20
Hi, No ill timed hedges. The Oil Sands has a $30 per barrel cost to mine and refine, so price of oil isn't an issue. I don't see any valid reason for the stock to be... login to read the rest view available tags
19	member 9/09/14 8:46AM Positive Zinc article in WSJ
Trecora (the old ARSD) should benefit from tight zinc pricing as there is a shortage of zinc being mined. At worstk it should help support the value of the mine when it goes public in view available tags
16	member 6/19/14 11:08AM RE: Cheap here, catalysts coming 13
And there you go... Stock +23% in < 3 days since my comment here regarding the upcoming name change catalyst. I really believe that the name change was a big deal - managers, brokers and retail... login to read the rest -1 view available tags
14	member 6/16/14 1:34PM RE: Cheap here, catalysts coming 13
Company presentation here: http://arabianamericandev.com/images/uploads/investor/ARSD_ASM_2014.pdf Name change here: http://www.theocc.com/webapps/infomemos;jsessionid=60A77A77203D673A330F58BD16D39B0F.occ-ppube70l?number=34764&date=201406&lastModifiedDate=06%2F11%2F2014+11%3A53%3A36 view available tags
13	member 6/16/14 1:08PM Cheap here, catalysts coming
Have bought some ARSD today for 4 reasons: - Stock is cheap with hidden asset, a mine that that is likely coming public either late 2014 or early 2015 of which ARSD owns 35%. The mine... login to read the rest view available tags
12	member 1/03/14 1:50PM RE: Oil Sands ramping 11
Curious if you guys are still in this. I love this business--there's a great argument for sustained above-average ROI--but this business seems like it's getting to be fairly valued to me. Would love to hear view available tags
11	member 9/13/13 1:32PM Oil Sands ramping
Here is the info about the ramp. This should be good for ARSD. Current production rates at Imperial Oil Ltd's Kearl oil sands project in northern Alberta are in excess of 80,000 barrel per day, Chief... login to read the rest view available tags
10	member 5/24/13 11:06AM RE: Any update here? 9
On the natural gasoline front margin dollars are largely fixed, so no impact. With respect to zinc and copper, no impact as the recent equity raise at AMAK is still below what we believe is... login to read the rest view available tags
9	member 5/24/13 9:50AM Any update here?
Especially with commodity prices changing very rapidly? view available tags
6	member 3/12/13 5:54PM RE: Questions 4
Q&A: 1) Why does the company own the mine? How did the ownership come about and what is the plan for the asset? I can definitely see the market giving a strange microcap conglomerate like this... login to read the rest view available tags
5	member 3/12/13 5:02PM RE: chemical detail 3
My sense is that the price difference isn't great between purities. ARSD's customers need the high purity products, the customers processes cannot use the lower purities as a substitute. However, if they raise prices too... login to read the rest view available tags
2	member 3/12/13 10:27AM RE: question 1
The costs we deducted from Petrochemcial Product Sales were "Cost of Materials" or "Cost of Sales", but since this included the "Total Operating Expense", we added that back to get an estimate of the Service view available tags

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			2023	2024
Price:	147.00	EPS	11.70	13.96
Shares Out. (in M):	54	P/E	12.6	10.5
Market Cap (in $M):	7,897	P/FCF	7%	8.5%
Net Debt (in $M):	2,150	EBIT	970	1,068
TEV (in $M):	10,047	TEV/EBIT	10.4	9.4

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