30DeltaSpy
Posted - 22 hours ago
$KEQU keep going baby you’re doing amazing BULLISH
seekingyield1
Posted - 1 day ago
$KEQU now ~6x EPS, likely well under 5x when considering the Nu Aire acquisition
30DeltaSpy
Posted - 1 week ago
$KEQU missed out on 18,000% return
Esau815
Posted - 1 week ago
$KEQU The success or failure of this deal is really predicated upon how smoothly the integration of the companies go. Have seen so many instances of "us versus them" before it becomes "we". Let's look at the bright side: 1. Highly unlikely that any MN manufacturing jobs will be lost. Indeed, there's a shortage of welders everywhere. HIGHLY unlikely that Hull would want to consolidate manufacturing even if he was able to. 2. The Founding Family is going to be CEO during the training wheels period. The fact that he's still there will give emotional comfort to those skeptical employees. 3. KEQU is a public company which is far preferable to a private equity firm that wishes to slash and burn. Sure that the employees knew that at some point the Family would sell. This might be relief. That said, sales, hr, finance--they likely will be affected. But likely not imminently.
Esau815
Posted - 1 week ago
$KEQU Don't think that the election has any consequence on KEQU's future. However, if it does it would be to the negative as KEQU has a big chunk of its revenues coming from India. If indeed the new administration gets into a tariff war, India might be affected and KEQU might be affected. I have never been good at extrapolating macro events into company specific situations. Whenever I read a big brokerage account trying to do so? They're usually wrong as well.
seekingyield1
Posted - 2 weeks ago
$KEQU has over 400k us US manufacturing space and its recent acquisition, Nu Aire, has over 300k. the shift towards domestically manufactured goods will likely accelerate very quickly, and KEQU will obviously benefit. With a singe digit p/e that may be quite something
Esau815
Posted - 2 weeks ago
$KEQU I am more a "qualitative" investor than "quantitative"--that is, I focus on the anecdotal, the evaluation of which is my strength. I'll never outnumber a Wharton grad working at GS. Thus far, Hull has been a rock star CEO. Solved the $ crisis by sale leaseback. Waited out the bad contracts. Farmed out the installation. People hear complained about his comp? He deserves every nickel. On a quantitative side? We can't predict the potential synergies 3 years from now. It looks GREAT on paper. The debt is relatively substantial but it looks like they have the $ flow to get through it. And a large chunk goes away in 3 years. The risk IMHO are two fold: (1) the great unexpected unknown in any deal (think Covid, unforeseen macro, unforeseen world turmoil) we have no control over and (2) short/immediate term merger woes that afflict so many of these kind of deals. Hoping family member as CEO for 2 years gets them over that hump.
Esau815
Posted - 2 weeks ago
$KEQU Want to be careful with Seeking Yield because the internet is so impersonal that minor differences in perspective can be viewed as snark. So view my POV as respect and not degradation. I can't help but compare this transaction to two other Kamin company transactions. $RWWI's transaction was absolutely transformational and the biggest winner in my investment career. They did everything right and the stock has soares. On the other hand $ALOT bought a Portugese company and integration challenges arose and the share price has sunk. Good sign with $KEQU is that the Founding Family is staying on until 2026 to see this transition through. Realistically? Q3 2025 will be the big test which is almost exactly a year from now, Q1 will be a getting to know you. Q2 should be making progress. Q3 shold be, "we're fully integrated" On paper this is a good deal. Just remember that on paper Caleb Williams was more of a sure thing than Jayden Daniels. Sometimes things go wrong.
Esau815
Posted - 2 weeks ago
$KEQU Great commentary by Seeking Yield. In last FY KEQU had $12MM free cash flow. I can forsee almost all of the cash flow being used to service the debt for the first three years to pay off the Peters. Agree that it's potentially a transformative deal.
seekingyield1
Posted - 2 weeks ago
$KEQU this past quarter KEQU saw a significant sequential decline in EPS due in large part to incurring 'professional fees' and the stock was hammered. We have today discovered these fees were incurred to acquire Nu Aire (https://www.nuaire.com), a lab equipment supplier, for $55m. So the 'miss' was not only improperly punished, but has resulted in what is likely an incredibly accretive acquisition. As of this morning KEQU's market cap was under $100m, so this is a transformative acquisition. The price is funded in part by their significant cash balance, a new term loan from PNC as well as a seller note. While they have not disclosed financials, they have disclosed Nu Aire net working capital (defined as current assets minus current liabilities) to be ~$20m. KEQU runs ~$32m NWC (when excluding their large cash balance). Given the similarities in the businesses (both self manufacture and utilize distributor networks) Nu Aire may be an over $100m revenue businesses, which when added to KEQU's LTM $202m in revenue gives the pro forma entity significant scale. With purchasing and distribution synergies this may be transformational At $36, assuming similar margin to 2024, KEQU is trading at under 7x EPS. If this acquisition was done at a similar margin then, due to the levered nature of the acquisition, EPS accretes by over 50% and this is trading at 4x EPS. Inceredible risk/reward
seekingyield1
Posted - 10/22/24
$FLXS furniture manufacturer out with a nice EPS beat (0.75 vs 0.63 est) and an implied guide to ~$3 of EPS for the fiscal year based on a ~6.2% operating margin. This puts it at ~20x EPS for the year as of today I suppose this was the best furniture play all along, however $KEQU posted over $4 in EPS last year and ~$1 in EPS last Q on an over 7% operating margin. Maybe FLXS deserves 20x while KEQU deserves 5-6x, or maybe it is just a matter of time before KEQU corrects
thayford
Posted - 1 month ago
$BGC trim and rebalance to $KEQU
seekingyield1
Posted - 1 month ago
$KEQU this continues to languish at ~5x EPS. Without the burden of bonuses incurred in FQ1 for the outstanding performance KEQU management achieved in F2024 we should see a very strong sequential (and yoy) increase in EPS this coming Q
seekingyield1
Posted - 1 month ago
$KEQU hopefully they have bought back some stock at ~5x eps
intratio
Posted - 09/25/24
$KEQU https://www.intratio.com/stock-forecast/KEQU KEWAUNEE SCIENTIFIC CORP /DE/ Our predictive algorithm calculated that the value of this company will decrease in the near future and won t present a long-term opportunity
seekingyield1
Posted - 09/23/24
$KEQU I guess I am in the catching falling knives part of the year. Under 6x LTM EPS, ~5x forward EPS when accounting for what is now 26% of the market cap in cash. In April they were repurchasing shares at $35.11
seekingyield1
Posted - 2 months ago
$KEQU below is the revenue and EPS history over the past couple of decades. Revenue has compounded well both domestically and internationally (particularly India), and aside from COVID KEQU has been consistently profitable. Backlog is currently the highest in two years, and cash on the balance sheet is $8.50/share (24% of the market cap). KEUQ trades at 8.3x LTM Adj EPS (5.5x unadjusted EPS), and when excluding the cash in trades closer to 6x adj EPS which is growing strongly
Esau815
Posted - 2 months ago
@seekingyield1 I am very long $KEQU but question your stock based compensation impact. I'm seeing $310K which is only $130K higher than the previous year. Think the decline is a sloppy seller who wants out. Fund manager transition happens when new guy wants his stuff and blow out the old stuff. Just a hypothesis.
seekingyield1
Posted - 2 months ago
$KEQU have bought back in here. 6.6x LTM EPS when excluding 23% of the market cap sitting in cash. That past FQ1 saw a decline in adj EPS relative to Q4 (though up 9% yoy) due significant cash incentive/retention and SBC expenses as a result of an incredibly strong F2024. Bonuses paid after the end of a fiscal year are generally one-time by definition, and in this case well deserved By my base case this is trading under 6x F2025 EPS
PenkeTrading
Posted - 2 months ago
I found you an Oversold RSI (Relative Strength Index) on the daily chart of Kewaunee Scientific Corporation. Is that bullish or bearish? $KEQU #RsiOversold #NASDAQ
intratio
Posted - 2 months ago
https://www.intratio.com/stock-forecast/KEQU KEWAUNEE SCIENTIFIC CORP /DE/ The predictive algorithm lets us believe this company s stock price has a neutral outlook for the near future and the stock price is in line with the long-term fundamentals of the company $KEQU
DonCorleone77
Posted - 2 months ago
$KEQU Kewaunee Scientific reports Q1 EPS 74c vs. 86c last year Reports Q1 revenue $48.39M vs. $49.84M last year. The company's order backlog was $159.4M. "Our financial performance for the first quarter of fiscal year 2025 was solid," said Thomas D. Hull III, Kewaunee's president and CEO. "Domestic segment operating performance was improved when compared to last year's first quarter as our manufacturing loadings remain at a consistent level. Site delays in India on multiple projects impacted our ability to ship products and deliver services leading to a slightly down quarter when compared to the prior year first quarter."
Stock_Titan
Posted - 2 months ago
$KEQU Kewaunee Scientific Reports Results for First Quarter of Fiscal Year 2025
https://www.stocktitan.net/news/KEQU/kewaunee-scientific-reports-results-for-first-quarter-of-fiscal-year-58kf6jcy8n14.html
RichMitch
Posted - 2 months ago
$KEQU Might take this down to $38.19'ish. Maybe at least close to the mid $38's
topstockalerts
Posted - 2 months ago
Pre Market Top Gainers PT2 $MAXN $KEQU $ESGL $AVO $SPGC
Stock_Titan
Posted - 2 months ago
$KEQU Kewaunee Scientific Corporation Announces Attendance at the 2024 Arablab Live Tradeshow and Conference
https://www.stocktitan.net/news/KEQU/kewaunee-scientific-corporation-announces-attendance-at-the-2024-i8lm030e8m1w.html
Stock_Titan
Posted - 08/28/24
$KEQU Kewaunee Scientific to Report Results for First Quarter Fiscal Year 2025
https://www.stocktitan.net/news/KEQU/kewaunee-scientific-to-report-results-for-first-quarter-fiscal-year-le7fkg4lh23u.html
options1315
Posted - 3 months ago
$KEQU a hidden gem here. 🚀🚀🚀👍👍👍
