Institutional Analyst: Special Situation Research
Internet Stock Review, Friday 5/18/2012
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1. UNR Holdings (UNRH) $1.50, Reports Fantastic Earnings. It's Just a Matter of Time !
2. Institutional Analyst Inc. Initiates Coverage on UNR Holdings.
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Back for the first time in a long time and having a meeting with Jack Quinn, former President Clinton's Chief Counsel -- who has an interest in one of our "later to be named" current clients (we don't have that many, so it shouldn't be too hard to figure out which).
After a two hour meeting, he said, "I want to be involved." Interesting. He recently (among other things) joined the Blackwater Security Group along with John Ashcroft.
1. UNR Hoildings (UNRH) $1.50, Reports Fantastic Earnings. It's Just a Matter of Time !
Listen to this song ("Give Me a Just a Little More Time") before reading: http://www.youtube.com/watch?v=JMfxQq1GCMg
We have a choice between two thesis here. One is "This is the cheapest company we have ever initiated coverage on in 38 years in the business." or "It's just a matter of time." We haven't decided which yet, so we'll let you know, when we know.
In the meantime we feel this really is the cheapest company we have ever initiated coverage on, in over 38 years in the business. And we firmly believe it's just a matter of time, before the share price moves up to a price level which reflects CURRENT fundamentals. We estimate, on fundamentals (current reported sales, earnings, cash and marketable securities on the books) that shares have the potential to trade as high $10 per share.
Just a matter of time. It kind of a strange investment technique, but one which we have successfully employed a number of times in the past. Essentially you buy something and then simply wait for other people, to discover what you discovered. That's it. Sometimes you invest ahead of an FDA PRE-IND filing. Sometimes you invest ahead of unexpectedly good earnings. Sometimes you invest ahead of a product launch.
With UNR Holdings (UNRH), you have everything. There is nothing to wait for. The only thing you need is patience (which on A.D.D. fueled Wall Street, is much easier said than done) !
You can read our reasoning in our just completed 14 page report here:
14 Page Report on UNR Holdings (UNRH): http://goo.gl/jo54e
#1. Market value (cap) $37 million. 24 million shares outstanding times $1.55.
#2. Revenues $230 million for year ended.
#3. Earnings $26 million or $1.08 a share for the year just ended.
#4. Earnings $12 million or $0.50 a share for the quarter just ended.
#4. Cash and Marketable Securities $52 million for the quarter just ended (as in OMG do my eyes deceive me).
News, UNR Holdings Announces First Quarter 2012 Financial Results http://goo.gl/jP2H9
Total revenues for the three months ended March 31, 2012 of $35.9 million.
At March 31, 2012 and December 31, 2011, the Company's marketable securities had an adjusted cost basis of $54,102,299 and $30,561,229, which approximated market value. These marketable securities related primarily to the Company's certificate of deposits of $51,342,596 and $29,144,114 at March 31, 2012 and December 31, 2011, respectively, which have a maturity date of greater than 90 days...
Net earnings attributable to UNR Holdings, Inc. and Subsidiary: $12,224,077 or $0.50 per share.
During the three months ended March 31, 2012 and 2011 the Company recorded interest income, which is included in other income on the Company's consolidated statement of operations, of approximately $639,000 and $472,000, respectively, in connection with these investments.
10Q filed with SEC: http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=8267371
Disclaimer: UNRH: The above letter and/or news release contains forward-looking statements. The statements contained in this document that are not statements of historical fact, including but not limited to, statements identified by the use of terms such as "anticipate," "appear," "believe," "could," "estimate," "expect," "hope," "indicate," "intend," "likely," "may," "might," "plan," "potential," "project," "seek," "should," "will," "would," and other variations or negative expressions of these terms, including statements related to expected market trends and the Company's performance, are all "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and involve a number of risks and uncertainties. These statements are based on assumptions that management believes are reasonable based on currently available information, and include statements regarding the intent, belief or current expectations of the Company and its management. Prospective investors are cautioned that any such forward-looking statements are not guarantees of future performances, and are subject to a wide range of external factors, uncertainties, business risks, and other risks identified in filings made by the company with the Securities and Exchange Commission. Actual results may differ materially from those indicated by such forward-looking statements. The Company expressly disclaims any obligation or undertaking to update or revise any forward-looking statement contained herein to reflect any change in the company's expectations with regard thereto or any change in events, conditions or circumstances upon which any statement is based. UNR Holdings is a client of Institutional Analyst Inc., and has been compensated with one hundred thousand restricted shares.
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