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  • Post Holdings Reports Net Sales Increased 4.0% In 4Q (POST)

    http://static.cdn-seekingalpha.com/uploads/2012/11/23/saupload_crweresearch1.jpg

    post Post Holdings (NYSE: POST)

    POST (”Post Holdings”) previously reported results for the quarter and full fiscal year ended September 30, 2012. fourth quarter and fiscal year highlights included that U.S. dollar market share for expanded all outlets combined (xAOC) of 10.2% and 10.4% for the thirteen weeks and fifty-two weeks ended September 29, 2012, respectively; Net sales of $247.2 million and $958.9 million for the 2012 fourth quarter and fiscal year, an increase of 4% and a decrease of 1%, respectively, versus the same time periods a year ago; Adjusted EBITDA of $53.5 million for the quarter, and $214.6 million for the fiscal year ended September 30, 2012.

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    POST (”Post Holdings”) net sales increased 4.0% for the quarter ended September 30, 2012 as compared to the prior year, primarily driven by 4.9% higher volumes, led by Honey Bunches of Oats, Great Grains and Pebbles, partially offset by lower overall net pricing from greater consumer promotion and increased value distribution. For the fourth quarter versus the comparable prior year quarter, Honey Bunches of Oats and Pebbles volumes increased 9.9% and 9.5%, respectively, while Great Grains and Grape Nuts volumes grew 13.5% and 2.8%, respectively.

    Post management estimates that fiscal 2013 Adjusted EBITDA will be between $210 and $225 million, after considering the estimated year-over-year unfavorable commodity cost effect of between $10 and $15 million. Post management further expects that capital expenditures will be in the range of $30 to $35 million, inclusive of between $11 and $13 million of capital costs associated with establishing stand-alone information systems separate from Ralcorp. Finally, management expects net interest expense to be between $80 and $83 million in fiscal 2013.

    Post Holdings (NYSE: POST) is the parent company of Post Foods, LLC. Post has enriched the lives of consumers, bringing quality foods to the breakfast table since the company’s founding in 1895. Post’s products are generally sold to supermarket chains, wholesalers, supercenters, club stores, mass merchandisers, distributors, convenience stores and the foodservice channel in North America. Those products are manufactured at four facilities located in Battle Creek, Michigan; Jonesboro, Arkansas; Modesto, California; and Niagara Falls, Ontario. Post’s portfolio of brands includes diverse offerings to meet the taste and nutritional needs of all families, including such favorites as Honey Bunches of Oats®, Pebbles™, Great Grains®, Post Shredded Wheat®, Post® Raisin Bran, Grape-Nuts®, and Honeycomb®. Post is dedicated to health and wellness, offering consumers a variety of cereal choices to meet their nutritional needs from whole grain and fiber to lower sugar offerings. For more information, visit www.postfoods.com.

    In my opinion this is a stock to watch!

    (Read Full Disclaimer at http://crweresearch.com/disclaimer) crweresearch.com/233/stock-alerts/post-h.../

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Nov 30 1:11 PM | Link | Comment!
  • Interxion Holding (INXN) Reports Revenue Of €70.4 Million In 3Q

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    inxn Interxion Holding NV (NYSE: INXN)

    INXN (”Interxion Holding”) previously reported its results for the three months ended 30 September 2012. INXN (”Interxion Holding”) Revenue for the third quarter of 2012 was €70.4 million, a 14% increase over the third quarter of 2011 and a 4% increase over the second quarter of 2012. Recurring revenue was €65.1 million, a 12% increase over the third quarter of 2011 and a 4% increase over the second quarter of 2012. Recurring revenue was 92% of total revenue.

    inxnchart1

    INXN (”Interxion Holding”) Net profit was €8.6 million in the third quarter of 2012, up 24% from the third quarter of 2011. Earnings per share in the third quarter of 2012 were €0.12, an increase of 21%, on a weighted average of 68.7 million diluted shares compared to €0.10 on a weighted average of 67.5 million diluted shares in the third quarter of 2011.

    INXN (”Interxion Holding”) Adjusted EBITDA for the third quarter of 2012 was €28.7 million, up 15% year-on-year. Adjusted EBITDA margin expanded to 40.8%, compared with 40.3% in the third quarter of the previous year.

    Interxion Holding NV (NYSE: INXN) is a leading provider of carrier-neutral colocation data centre services in Europe, serving a wide range of customers through 32 data centres in 11 European countries. Interxion’s uniformly designed, energy-efficient data centres offer customers extensive security and uptime for their mission-critical applications. With connectivity provided by over 400 carriers and ISPs and 18 European Internet exchanges across its footprint, Interxion has created content and connectivity hubs that foster growing customer communities of interest. For more information, please visit www.interxion.com.

    In my opinion this is a stock to watch!

    (Read Full Disclaimer at http://crweresearch.com/disclaimer) crweresearch.com/227/stock-alerts/interx.../

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Nov 27 12:51 PM | Link | Comment!
  • Praxair Surface Technologies (PX) Subsidiary Signed Agreement With Messier-Bugatti-Dowty

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    px2 Praxair, Inc. (NYSE: PX)

    Praxair Surface Technologies, Inc. a wholly-owned subsidiary of PX (Praxair) previously has entered into a 10-year agreement with Messier-Bugatti-Dowty (Safran Group) for thermal spray coating services to replace chrome plating on major airframe component programs.

    pxchart7

    PX (Praxair) will commission an airframe production line in its Changzhou, China facility for thermal spray coating and finishing services as well as a coating production cell in Changwon, South Korea for applying automated thermal spray coatings and metallic slurries. Production is expected to commence in 2013.

    Praxair Surface Technologies offers a comprehensive slate of high-performance coatings and technologies to aviation, industrial gas turbine, oil & gas, and other markets. By continuously advancing coatings technologies, Praxair Surface Technologies helps customers improve environmental performance, decrease energy consumption, extend component life, improve productivity, minimize downtime, reduce operating costs, and produce higher quality products.

    Praxair, Inc. (NYSE: PX) is the largest industrial gases company in North and South America, and one of the largest worldwide, with 2011 sales of $11 billion. The company produces, sells and distributes atmospheric, process and specialty gases, and high-performance surface coatings. Praxair products, services and technologies are making our planet more productive by bringing efficiency and environmental benefits to a wide variety of industries, including aerospace, chemicals, food and beverage, electronics, energy, healthcare, manufacturing, metals and others. More information on Praxair is available on the Internet at www.praxair.com.

    In my opinion this is a stock to watch!

    (Read Full Disclaimer at http://crweresearch.com/disclaimer) crweresearch.com/221/stock-alerts/praxai.../

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: NYSE: PX, Praxair, PX
    Nov 27 11:15 AM | Link | Comment!
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