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  • CECO Environmental: The Consolidator [View article]
    I unfortunately ended up with CECE shares after the Met-Pro buyout (selected all cash which was oversubscribed). Hindsight, I should've sold my CECE shrs right after the BO as I was suspicious with the 40 YO junior taking over the company. I haven't seen anything good from this company since the Met-Pro BO and maybe it's their turn to be taken out.
    Mar 9, 2015. 03:53 PM | Likes Like |Link to Comment
  • CECO Environmental Corp. - An Opportunity In Pollution Control [View article]
    You ain't kidding about the cheap price for Met-Pro. I got the same slop mix of CECE shrs & cash. The MPR board was not looking after the shareholder when they approved this deal. I was thinking about adding some CECE but felt it would quickly pull-back below $12 as they digested MPR. Perhaps I missed that opportunity. MPR opened the world to CECE. Now I wonder how long before CECE is taken out by a larger player (perhaps Flowserve?).
    Oct 2, 2013. 07:22 PM | 1 Like Like |Link to Comment
  • 30-50% Upside: Stay Clean With CECO Environmental [View article]
    I'm a Met-Pro shareholder and have requested the all-cash offer. I like both companies but think the merger will put initial pressure on Ceco to digest Met-Pro. I'm taking a bet that I can later pickup some CECE cheaper than the $13.75 equivalent in shrs. Time will tell.
    Aug 19, 2013. 01:03 PM | Likes Like |Link to Comment
  • CECO Environmental: Solid Growth Strategy, But Pricey [View article]
    Good piece. I am a long time shareholder of Met-Pro and was somewhat disappointed at the BO price (there are multiple inquiries investigating whether the MPR board did their fiduciary duty getting the best SH value). I was thinking of buying some Ceco but agree with your conclusion that it is currently a bit pricey. Another item of Ceco investor concern was the recent stepping down of founder/COB Philip Dezirek with the passing of this important duty to his son. The founder was a long-time CEO (1979-2010) and COB since 1991. What do we know about the son who will assume the COB role?
    Jun 11, 2013. 08:40 AM | Likes Like |Link to Comment
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