Institutional Analyst: Special Situation Research
IA's Special Situation Report. Monday 4/11/2012
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1. Shhh. Adding UNR Holdings (UNHR) $1.26 to Watch List.
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1. Shhh. Adding UNR Holdings (UNHR) to Watch List.
Shhh. Don't tell two friends. Really.
We found something we like so much, we are going to try to sign them as a client.
It goes up (in our opinion) with or without our help. Even though we have thousands of subscribers, this is only going out (for now) to the 117 people who have also signed up to our Special Situations sub site. But to be honest, there isn't even enough stock for those 117 investors (or even one big one). There just isn't. So first come, first serve and there's no one handing out huge servings. You'd be lucky to get 10,000 shares.
It's orphaned, nobody knows about it -- and by the looks - nobody cares. But they will. They got cash, they got earnings, they got management and one of its largest shareholders is the Russian Ministry of Defense.
Only problem, is it's a light trader. And our guess is most likely it's going to stay that way, until the stock gets up to $8 or $9 (not a projection, just a description of events "if" it does) at which point we'd imagine the company would entertain speaking to an investment banker -- after which "real" price appreciation, an expanded shareholder base and volume could appear.
Last we saw, 24 million shares outstanding and 2.5 million in the float. Cash per share...$2.94. Hmm
( http://finance.yahoo.com/q/ks?s=UNRH.OB+Key+Statistics )
It reminds us a lot of Vertex Energy (VTNR) which traded from $0.40 (where we added it to Watch List) to $4.00 and volume didn't show up until after it went up seven fold ($2.80), after which the shares, which took so much effort to acquire -- were suddenly easy to sell. It's a beautiful thing -- for the patient. Read it and weep if you didn't participate, read it and dance a jig if you did. That was 2011's story. This may be 2012's.
VERTEX write-up: http://iaspecialsituationresearch.ning.com/profiles/blogs/ia-adding...
So who made money in Vertex ? Only those who patiently sat on the bid, hoping for someone to come around and sell, for some extraneous reason. And maybe a little nibbling at the ask -- if someone showed "size."
So we're studying this at the same time you are.
Start here -- yeah as in Oh my, are these numbers for real ? Yes, you heard it hear first !
We command you to read this 10K before deciding:
December 31 2011 Financial Highlights
UNR Holdings, Inc. Announces Year End Financial Results for 2011 (Press Release: http://goo.gl/yq6RI )
-- Revenues for the year ended December 31, 2011 totaled $230,978,646, an increase of 115.2% from $107,298,408 compared with the year ended December 31, 2010.
-- Net income attributable to UNR for the fiscal year end 2011 totaled $26,496,966, an increase of 64.6% from $16,107,720 for the year ended December 31, 2010.
-- Basic and diluted earnings per share for the year ended December 31, 2010 was $1.08 per share, an increase of 63.5% from $0.66 per share for the same period a year ago.
-- Gross profit (sales minus cost of sales) for the year ended December 31, 2011 increased to $44.76 million from $27.7 million in the prior year's period, representing an increase of 71.8%.
-- Cash and cash equivalents and marketable securities totaled $71.9 million as of December 31, 2011, up 32.9% from $54 million as of December 31, 2010
Yeah, hello. Who's better than us. Wish us luck in signing them as a client.
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.
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