S&P Global Challengers List

[nemo17]

Sto dando un'occhiata all'elenco di aziende presenti nel " S&P Global Challengers List".
Trattasi di 300 mid cap che "mostrano intrinsecamente le migliori opportunità di crescita delle loro dimensioni diventando le sfidanti delle principali blue chip mondiali". ..così dice lo studio.
Tra le altre sono presenti le nostre Immsi,Erg ed Esprinet.
Mi piacerebbere analizzarne insieme qualcuna magari scovando veramente qualche ottimo titolo.
Premesso che la mia è un'analisi superficiale identificando almeno il settore di appartenenza e qualche parametro fondamentale.
Se non interesserà a nessuno rimarrà un mio archivio personale... e vediamo se una di queste diventerà la nuova Microsoft o Intel ecc.

 

[nemo17]

Il primo titolo è CERADYNE.
Trattasi di un'azienda industriale che produce svariati componenti in ceramica utilizzati in molti settori.
Ecco la presentazione:

Headquartered in Costa Mesa, California, Ceradyne Inc. is a fully integrated developer and manufacturer of advanced technical ceramic products and components for defense, industrial, automotive/diesel, electronic and medical markets.

Founded in 1967, Ceradyne has diversified its advanced technical ceramic product lines to capture opportunities created by growing demands for better materials performance. In late 2004, the company added new product lines and new markets—and one of the world's leading suppliers of starting powders for manufacturing advanced ceramics products—by acquiring ESK Ceramics of Kempten, Germany.

The unique characteristics of advanced technical ceramics—hardness, light weight, ability to withstand extremely high temperatures, resistance to wear and corrosion, low friction, and special electrical properties—offer significant advantages over traditional materials such as metals and plastics. As a result, components made from Ceradyne advanced technical ceramics are being used in a growing number of high performance applications in an ever-widening range of industries.

Ceradyne's markets and applications:

Defense:


Military: ballistic armor protection for personnel, tactical vehicles, helicopters, aircraft
Aerospace: missile nose cones

Industrial:

Manufacturing equipment/processes: components for aluminum processing, silicon refining, semiconductor processing, aluminum metalizing, cast iron and super-alloy cutting


Casting/pressing/forming: components for steel and aluminum casting, titanium forming, glass tempering, thin-strip metal casting

Petrochemical: parts/tools for crude oil drilling, extraction, measurement Ceramic
powders: boron-based, silicon-based, diborides

Automotive/Diesel Engine:

Drive train and fuel pump components for class 8 diesel engines
Insulators for jet engine igniters
Piston pins

Medical/Dental:

Medical components for surgical procedures, joint replacements, defibrillators
Dental implants, crowns, translucent orthodontic brackets


Ceradyne's operating divisions are located in the U.S., Canada and Europe:

Advanced Technical Ceramics: Costa Mesa and Irvine, California
Advanced Ceramic Operations: Lexington, Kentucky
Vehicle Armor Systems: Wixom, Michigan
Thermo Materials: Atlanta, Georgia
Semicon Associates: Lexington, Kentucky
Quest Technology: San Diego, California

Ceradyne CANADA: Chicoutimi, Quebec, Canada
ESK Ceramics: Kempten, Germany and Bazet, France

L'azienda è molto attiva nel settore difesa catturando numerose commesse dell'esercito statunitense tipo questa :

Title:
Ceradyne, Inc. Receives $13.3 Million Ceramic Body Armor Orders for U.S. Army
Date: 9/11/2006 12:00:00 AM



COSTA MESA, Calif.--Sept. 11, 2006--Ceradyne, Inc. (Company) (Nasdaq:CRDN) received two ceramic body armor delivery orders totaling $13.3 million from the U.S. Army, Aberdeen Proving Ground, Maryland. The orders are for $9.9 million of ESAPI and $3.4 million of ESBI (side plates) to be shipped in fourth-quarter 2006. These new delivery orders will be shipped against larger indefinite delivery/indefinite quantity (ID/IQ) contracts announced earlier.

Dave Reed, Ceradyne president of North American operations, commented: "We are pleased that the Army continues to issue ESAPI and ESBI orders to our Company. Our expanded capacity in Costa Mesa, California, and Lexington, Kentucky, will allow us to meet the Army's quality and delivery requirements. We continue to expect additional orders, including an order later this year for delivery during the balance of 2006 and early 2007."

Ceradyne develops, manufactures and markets advanced technical ceramic products and components for defense, industrial, automotive/diesel, and commercial applications. Additional information about the Company can be found at www.ceradyne.com.


E sta riportando ottimi risultati:


Title:
Ceradyne, Inc. Reports Financial Results for Second Quarter and Six Months 2006 - Sales, Net Income, New Orders and Backlog for Quarter, Six Months Reach Record Levels
Date: 8/4/2006 12:00:00 AM



COSTA MESA, Calif.--Aug. 4, 2006--Ceradyne, Inc. (Nasdaq:CRDN) reported financial results for the second quarter and six months ended June 30, 2006, including record sales and record net income.

Sales for the second quarter of 2006 rose to a record $162.0 million, up from $89.9 million in second quarter 2005. Net income increased to a record $30.0 million or $1.10 per diluted share. This compares to a net income of $11.4 million or 46 cents per diluted share in second quarter 2005. Fully diluted average shares outstanding for the quarter were 27,340,000 compared to 24,926,000 for the same period in 2005. The second quarter 2006 net income includes a non-cash, after-tax charge of $1.5 million or 5 cents per diluted share related to the voluntary review of stock options granted during the period of 1997 through 2003, as discussed in more detail below.

Provision for income taxes was 35.3% in second quarter 2006 compared to 38.1% in second quarter 2005.

Sales for the six months ended June 30, 2006 reached a record $298.4 million, up from $159.7 million in the comparable period last year. Net income for the first six months of 2006 increased to a record $54.6 million or $2.00 per diluted share from $17.4 million or 70 cents per diluted share for the first six-month period in 2005.

New bookings for second quarter 2006 were a record $123.5 million compared to $118.5 million in the year-earlier quarter. New bookings for the first six months of 2006 increased to $278.2 million from last year's $175.0 million.

Total backlog as of June 30, 2006 rose to a record $256.6 million compared to total backlog at June 30, 2005 of $215.6 million.

Joel P. Moskowitz, Ceradyne chief executive officer, commented, "We are very pleased with the significant increase in our second quarter 2006 financial performance. The expansion of production capacity at our Lexington, Kentucky technical ceramic manufacturing facility this year allowed us to ramp up in order to meet the U.S. government's continuing requirements for lightweight ceramic body armor. The award to Ceradyne for ESBI (side plates) in early July of a $59.8 million, 2006 delivery order, as part of a new 5-year indefinite delivery/indefinite quantity contract with a maximum value of $611.7 million, indicates the continued demand for our lightweight ceramic body armor.

"The exclusive agreement with Alcan, the establishing of a manufacturing facility in Chicoutimi, Quebec, Canada, and the acquisition of the nuclear radiation shielding business ("Boral") which were announced in July 2006 will put Ceradyne in the aluminum/boron carbide metal matrix composite (MMC) business in order to produce structural elements for the fabrication of nuclear waste containment vessels. Ceradyne intends to develop ballistic grade aluminum compositions for armored vehicles and use its new Canadian facility as a base for working with the aluminum smelting industry regarding advanced technical ceramic applications.

"Additionally, the Company intends to break ground this quarter on a technical ceramic manufacturing plant in Tianjin, China. This 117,000 square foot factory will be Ceradyne's first manufacturing facility in China. Although its initial ceramic product will be related to the Chinese manufacture of silicon solar energy cells, we anticipate it will expand our presence in China and complement our Beijing sales office.

"The above activities are in keeping with our strategy of expanding our global efforts in diverse, often non-military, advanced technical ceramic products."

Moskowitz further stated: "We recently commenced a voluntary review of our historical stock option grants and related accounting treatment. This review was initiated by Ceradyne in response to concerns raised by several non-regulatory parties about our stock option granting policies and wide public media coverage of stock option grant issues involving other companies. This review is being conducted by a Special Committee of our Board of Directors, comprised solely of independent directors, with the assistance of independent legal counsel. The review is focusing on stock option grants made during the period of 1997 to the present.

"Although the Special Committee's review has not been completed, management has concluded that the measurement dates for accounting purposes differ from recorded dates for certain stock option grants made during 1997 through 2003. As a result of these findings, in the 2006 second quarter, the Company recorded an estimated after-tax, non-cash charge of approximately $1.5 million pertaining to the years ended December 31, 1997 to 2005 and the first six months of 2006. However, because the review has not been completed, the charge we have recorded in the 2006 second quarter may be modified or significantly changed."


Attualmente ha un P/E di 13 ,un ROE del 36% ed un P/E previsto di 9 e la sua attuale quotazione è 40,93 dollari.(fonte MSN).

 

[nemo17]

CERADYNE COMPANY OF THE YEAR

Title:
Ceradyne, Inc. Named 2006 Growth Company of the Year at NAIC's Betterinvesting National Convention
Date: 9/7/2006 12:00:00 AM



COSTA MESA, Calif.--Sept. 7, 2006--Ceradyne, Inc. (Company) (Nasdaq:CRDN) Chief Financial Officer Jerrold J. Pellizzon today accepted on behalf of the Company the 2006 Growth Company of the Year Award from the National Association of Investors Corporation (NAIC) at its BetterInvesting National Convention being held September 7-10 at the Hyatt Regency Columbus Hotel in Columbus, Ohio.

James Johnson, a director of the National Investors Association advisory board, which sponsors the annual BetterInvesting convention, presented the award to Mr. Pellizzon, who gave a brief acceptance speech.

The Growth Company of the Year award has been presented annually since 1952 to U.S. companies representing the principles of American free enterprise. Companies are nominated on the basis of sales and earnings growth, product and service excellence, and outstanding management and employee and public relations. Past award winners include Cisco Systems, EMC, Home Depot, McDonald's, Philip Morris, Stryker Corporation, and Walmart Stores.

Founded in 1951, NAIC is a non-profit organization that has provided investment information and education to more than five million individual investors and investment clubs. NAIC's members earn an average annual income of $114,100, and more than 72% of these members hold a college or post-graduate degree. Members hold stock for an average four years, and their investment portfolios combined total more than $117 billion. NAIC members altogether invest approximately $131 million of new money each month.

Ceradyne develops, manufactures, and markets advanced technical ceramic products and components for defense, industrial, automotive/diesel, and commercial applications. Additional information about the Company can be found at www.ceradyne.com

 

[nemo17]

The next one... la prossima azienda è "THE PANTRY INC"
Trattasi di una catena di supermercati convenienti e di distributori di benzina nel sud degli Stati Uniti.

About The Pantry

Headquartered in Sanford, North Carolina, The Pantry, Inc. is the leading independently operated convenience store chain in the southeastern United States and one of the largest independently operated convenience store chains in the country, with net sales for fiscal 2005 of approximately $4.4 billion. As of June 29, 2006, the Company operated 1,499 stores in eleven states under select banners including Kangaroo Express(SM), our primary operating banner. The Pantry's stores offer a broad selection of merchandise, as well as gasoline and other ancillary services designed to appeal to the convenience needs of its customers.

L'azienda va molto bene :

The Pantry Announces Record Third Quarter Financial Results
SANFORD, N.C.--(BUSINESS WIRE)--July 27, 2006--The Pantry, Inc. (NASDAQ: PTRY), the leading independently operated convenience store chain in the southeastern U.S., today announced financial results for its third fiscal quarter and nine months ended June 29, 2006.

Total revenues for the quarter were approximately $1.6 billion, up 41.0% from the corresponding period last year. Net income rose 22.2% to $20.3 million, from $16.6 million a year ago. Diluted earnings per share were $0.86, a 14.7% increase from $0.75 in last year's third quarter.

Merchandise revenues for the quarter were up 14.8% overall and 5.8% on a comparable store basis. The merchandise gross margin was 37.4%, an 80 basis-point improvement from 36.6% in last year's third quarter. Total merchandise gross profits increased 17.3%, to $139.1 million, and accounted for approximately 68% of total gross profits for the quarter.

Gasoline gallons sold increased 16.8% overall and 2.3% in comparable stores. Total gasoline revenues for the quarter rose 51.1%, in part due to a 29.6% increase in the average retail price per gallon, to $2.76. The gross margin per gallon was 14.0 cents, compared with 12.3 cents in last year's third quarter. Gasoline gross profits for the quarter totaled $64.8 million, a 33.7% increase from a year ago.

Chairman and Chief Executive Officer Peter J. Sodini said, "These record results reflect our continued solid execution of the basics at the store level, the impact of successful acquisitions over the past year, and a favorable industry environment in the gasoline business. We are particularly pleased with the strong 5.8% increase in comparable store merchandise sales and the 17.3% increase in overall merchandise gross profits. Our results continue to benefit from the rebranding of most of our stores under the Kangaroo Express(SM) banner over the last few years, the ongoing fine-tuning of our merchandise offerings to meet consumers' convenience needs, and our focus on higher-margin opportunities in food service and private label products."

For the first nine months of fiscal 2006, net income was $62.5 million, or $2.70 per share, compared with $32.4 million, or $1.50 per share, in the corresponding period last year. Results for the fiscal 2006 period include approximately $0.05 per share in expenses related to the Company's refinancing of its credit facilities in the first quarter and $0.05 per share for the expensing of stock options. EBITDA for the first nine months of fiscal 2006 was $204.1 million, up 44.6% from a year ago.

During the third quarter, the Company completed the acquisition of Shop-A-Snak Food Mart, Inc., which operated 38 convenience stores in Alabama. The Company also signed definitive agreements to acquire six stores operating under the Fuel Mate banner in North Carolina, two additional stores in Florida and one in Mississippi. If these acquisitions close in the fourth quarter, as expected, it will bring the total number of stores acquired for the fiscal year to date to 111 stores, exceeding the 96 stores acquired in fiscal 2005. The Company also expects to have developed and opened a total of seven new large store format locations this fiscal year, and to accelerate new store openings in fiscal 2007 and beyond.

Mr. Sodini said, "Given the present volatility of world energy markets, along with our acquisitions during the quarter and strong performance to date, we are revising our earnings per share target range for fiscal 2006 to between $3.20 and $3.30, a $.05 increase from our previous expectations. This guidance, which does not include any pending or future acquisitions, implies that our gasoline operations in the fourth quarter will be less favorable this year than last.

"While year-to-year comparisons for our gasoline operations can be challenging, we will remain focused primarily on our strategies for driving the Company's long-term growth and returns to shareholders," Mr. Sodini concluded. "With our strong positions in attractive markets across the Southeast, the region's above-average projected growth rates, and our ample financial resources, The Pantry is well-positioned to grow both organically and through acquisitions."


E presenta un P/E di 15 ed un ROE del 33%.
Non è di certo un settore innovativo ..staremo a vedere.
L'attuale quotazione è : 57,88 dollari.

 

[nemo17]

HANSEN NATURAL ( HANS)

Partiamo con questo interessante articolo:

Hansen’s Named Best Small Company

Forbes Magazine Puts Hansen's Atop Its '200 Best Small Companies'

Number one in flavor. Number one in ingredients. Now, number one small company.

Never happy until reaching number one, Hansen’s jumped to the summit of Forbes’ Top 200 Best Small Companies in 2005. Previously at number 56 in 2004, Hansen’s achieved top ranking thanks in large part to strong growth in Hansen’s energy drinks.

The Forbes 200 Best Small Companies is an annual ranking tracking companies with not only the strongest current growth but also the best potential for continued growth. As Forbes puts it, “If you’re looking for a list of the hottest sensations of the moment — you’ve come to the wrong place.” Forbes features “solid and consistent hitters” with strong performance over the last year and consistently strong performance during the past five years.

The 12 months before Hansen’s Top Small Company ranking saw sales jump 81% to $248 million with nearly three-quarters of that coming from energy drinks. Hansen’s foresees continued growth with introductions of new energy drinks targeted at the youth sports market and white-collar workforce — as well as continued growth in its soda, juice, water and vitamin & mineral drink mix markets.

Hansen’s is a publicly traded company listed on NASDAQ (HANS).


Che fa l'azienda ?

Hansen's is a leading marketer of all natural alternative as well as functional beverages. The Brand is recognized nationally.

Products marketed by the Corporation include: Hansen's® Natural Sodas, Signature Sodas, fruit juice Smoothies, Energy drinks, Energade® energy sports drinks, E²0 Energy Water®, functional drinks, Sparkling Lemonades and Orangeades, multi-vitamin juice drinks in aseptic packaging, Junior Juice® juice, iced teas, lemonades and juice cocktails, apple juice, cider and juice blends, Blue Sky® brand carbonated beverages, Monster Energy* brand energy drinks, Lost® Energy* brand energy drinks and Rumba* brand energy drinks, and Joker Energy brand energy drinks.

We hope every beverage you drink with the Hansen's name on it puts a smile on your face. That's our measure of success. Naturally.


E questi gli ultimi dati ..l'azienda va molto bene:

Corona, CA – May 9, 2006 – Hansen Natural Corporation (NASDAQ:HANS) today reported record financial results, including sharp increases in sales and profits, for the first quarter ended March 31, 2006.

Gross sales for the first quarter increased 88.9 percent to $137.8 million from $73.0 million a year earlier. Net sales for the first quarter increased 99.5 percent to $119.7 million from $60.0 million a year ago. Operating income for the first quarter more than doubled to $34.8 million from $14.7 million a year ago. Net income for the first quarter also more than doubled to $21.1 million, or $0.84 per diluted share, from $8.8 million or $0.37 per diluted share last year.

The Company implemented Financial Accounting Standard No. 123 (revised 2004), Share-Based payments (FAS123R), in the first quarter of 2006. As a result, first quarter results are reported after $1.9 million of stock option related compensation expense, compared to nil stock option related compensation expense for the first quarter of 2005. The after-tax effect of stock option related compensation expense on net income was $0.05 per diluted share for the first quarter of 2006.

Rodney C. Sacks, chairman and chief executive officer, said the exceptional performance reflected record gross sales of Monster Energy® drinks, which were introduced in April 2002, including our low carbohydrate (“lo-carb”) Monster Energy® drinks, which were introduced in 2003, sales of Monster Energy® Khaos™ energy drinks, which were introduced in August 2005, Monster Energy® Assault™ energy drinks, which were introduced in September 2004, increased sales by volume of Lost® Energy™ drinks, which were introduced in January 2004, as well as increased sales by volume of Hansen’s® apple juice and juice blends, sports drinks, Junior Juice® juice drinks and Rumba™ energy juice, which was introduced in December 2004.

The sales increase was partially offset primarily by decreased sales of Hansen’s® energy drinks, Joker Mad Energy™ drinks and Smoothies in cans.

Gross profit as a percentage of net sales for the quarter increased to 52.6 percent, from 50.5 percent for the comparable 2005 quarter. Operating expenses as a percentage of net sales decreased to 23.5 percent, from 26.0 percent in the previous year.

Hansen Natural Corporation markets and distributes Hansen’s® Natural Sodas, Signature Sodas, fruit juice Smoothies, Energy drinks, Energade® energy sports drinks, E20 Energy Water®, Sparkling Lemonades and Orangeades, multi-vitamin juice drinks in aseptic packaging, Junior Juice® juice, iced teas, lemonades and juice cocktails, apple juice and juice blends, Blue Sky® brand beverages, Monster Energy® brand energy drinks, Lost® Energy™ brand energy drinks, Joker Mad Energy™ and Rumba™ brand energy drinks and Fizzit™ brand Powdered drink mixes. Hansen’s can be found on the Web at www.hansens.com.

* Gross sales, although used internally by management as an indicator of operating performance, should not be considered as an alternative to net sales, which is determined in accordance with Generally Accepted Accounting Principles (“GAAP”), and should not be used alone as an indicator of operating performance in place of net sales. Additionally, gross sales may not be comparable to similarly titled measures used by other companies as gross sales has been defined by the Company’s internal reporting requirements.

Certain statements made in this announcement may constitute “forward looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding the expectations of management with respect to revenues and profitability. Management cautions that these statements are qualified by their terms/or important factors, many of which are outside of the control of the company, that could cause actual results and events to differ materially from the statements made herein, including, but not limited to, the following: Changes in consumer preferences, changes in demand that are weather related, particularly in areas outside of California, competitive pricing and/or marketing pressures, activities and strategies of competitors, changes in the price and/or availability of raw materials for the company’s products, the availability of production and/or suitable facilities, the marketing efforts of the distributors of the company’s products, most of which distribute products that are competitive with the products of the company, the introduction of new products, as well as unilateral decisions that may be made by grocery and/or convenience chain stores, specialty chain stores, club stores and other customers to discontinue carrying all or any of the company’s products that they are carrying at any time and other risks detailed from time to time in the Company’s reports filed with the Securities and Exchange Commission. The Company’s actual results could differ materially from those contained in the forward looking statements. The Company assures no obligation to update any forward looking statements.


La quotazione attuale è di 31,49 dollari e tratta ad un P/E di circa 35 ma con un ROE del 62 %.

 

[nemo17]

SHAWCOR LTD

Azienda canadese che opera nel settore oil delle tubature.
Penso sia una diretta concorrente della nostra Tenaris tramite Bredero Shaw.

ShawCor Ltd. is a Canada-based company serving the pipeline and pipe services and the petrochemical and industrial segments of the global energy industry. The Company operates through six divisions producing specialized products and providing value-added services through a network of manufacturing and service facilities located around the world. The Company has two segments: Pipeline and Pipe Services and Petrochemical and Industrial. On September 30, 2005, the Company sold its OMSCO drill pipe manufacturing division to Vallourec & Mannesmann Tubes S.A. (V&M). During the year ended December 31, 2005, operations ceased at the Company's Mobile, Alabama pipe coating plant. In August 2006, the Company's Bredero Shaw division acquired 50% equity interest in Eupec Brasil Ltda. from Eupec PipeCoatings GmbH.

Come gli altri gioielli del settore è poco indebitata ed ha un P/E di circa 13 ed un ROE del 20%.
L'attuale quotazione è di 16,62.

 

[nemo17]

ONEOK
Gas utilities


ONEOK, Inc. purchases, gathers, processes, transports, stores and distributes natural gas. It extracts, fractionates, stores, transports, sells and markets natural gas liquids (NGLs), and is engaged in natural gas, crude oil, NGLs and electricity marketing, retail natural gas marketing and trading activities. The Company's largest distribution markets are Oklahoma City and Tulsa, Oklahoma; Kansas City, Wichita and Topeka, Kansas, and Austin and El Paso, Texas. ONEOK, Inc.'s energy services operations provide services to customers in many states. The Company has six business segments: Gathering and Processing, Natural Gas Liquids, Pipelines and Storage, Energy Services, Distribution and Other. In July 2005, ONEOK, Inc. completed the acquisition of the NGLs businesses owned by several affiliates and a subsidiary of Koch Industries, Inc. In September 2005, ONEOK, Inc. completed the sale of its Production segment to TXOK Acquisition, Inc.




About ONEOK, Inc.
ONEOK, Inc. is a diversified energy company.

ONEOK, Inc. (NYSE: OKE) is a diversified energy company.
We are the general partner and own 45.7 percent of ONEOK Partners, L.P. (NYSE: OKS), one of the largest publicly traded limited partnerships, which is a leader in the gathering, processing, storage and transportation of natural gas in the U.S. and owns one of the nation's premier natural gas liquids (NGL) systems, connecting much of the natural gas and NGL supply in the mid-continent with key market centers.
ONEOK is among the largest natural gas distributors in the United States, serving more than 2 million customers in Oklahoma, Kansas and Texas.
Our energy services operation focuses primarily on marketing natural gas and related services throughout the U.S.
ONEOK is a Fortune 500 company.
Originally founded in 1906 as an intrastate natural gas pipeline business in Oklahoma, ONEOK's business segments provide safe, reliable energy and services to their diverse customers. By following a strategy that blends the performance and profitability of all of the segments, ONEOK's balanced business mix enables it to deliver sustainable earnings growth for shareholders.

ONEOK's headquarters are located in ONEOK Plaza at 100 West Fifth Street in downtown Tulsa. The main phone number is 918-588-7000.

Attuale quotazione 40,11 dollari
p/e 8,80
Roe 25%
un bel dividendo del 3,22%

 

[nemo17]

up..

 

[nemo17]

Intanto la quotazione attuale di CERADYNE INC è di 52 dollari....

 

[nemo17]

Continua a stupire:

COSTA MESA, Calif.--April 17, 2007--Ceradyne, Inc. (Nasdaq:CRDN) will release financial results for its 2007 first-quarter ended March 31, 2007, before the market open on Friday, April 27, 2007. Management will also conduct a conference call to review the company's financial results.

Any investor or interested individual can listen to the teleconference, which is scheduled to begin at 8 a.m. PDT (11 a.m. EDT) on April 27. To participate in the teleconference, please call toll-free 877-717-3046 (or 706-634-6364 for international callers) approximately 10 minutes prior to the above start time.

You may also listen to the teleconference live via the Internet at www.ceradyne.com or www.earnings.com. For those unable to attend, these web sites will host an archive of the call.

A telephone playback will be available beginning at 11:30 a.m. PDT on April 27 through 9 p.m. PDT on April 29, 2007. The playback can be accessed by calling 800-642-1687 (or 706-645-9291 for international callers) and providing Conference ID 5503918.

Ceradyne develops, manufactures and markets advanced technical ceramic products and components for defense, industrial, automotive/diesel and commercial applications. Additional information about the Company can be found at www.ceradyne.com.

Quotazione 62 euro.

 

[nemo17]

Ceradyne ...quotazione 74 euro.

 

[rinoleo]

complimenti nemo!!!!

ti piacciono i depeche mode?

 

[nemo17]

complimenti nemo!!!!

ti piacciono i depeche mode?

Grazie !
Si i mitici Depeche mi piacciono molto !

 

[rinoleo]

Grazie !
Si i mitici Depeche mi piacciono molto !

tantissimi cercano di copiarli ma... niente da fare, loro sono i numero uno.

 

[nemo17]

UP ..quì si parlava di Hansen

 

[nemo17]

HANSEN NATURAL ( HANS)

Partiamo con questo interessante articolo:

Hansen’s Named Best Small Company

Forbes Magazine Puts Hansen's Atop Its '200 Best Small Companies'

Number one in flavor. Number one in ingredients. Now, number one small company.

Never happy until reaching number one, Hansen’s jumped to the summit of Forbes’ Top 200 Best Small Companies in 2005. Previously at number 56 in 2004, Hansen’s achieved top ranking thanks in large part to strong growth in Hansen’s energy drinks.

The Forbes 200 Best Small Companies is an annual ranking tracking companies with not only the strongest current growth but also the best potential for continued growth. As Forbes puts it, “If you’re looking for a list of the hottest sensations of the moment — you’ve come to the wrong place.” Forbes features “solid and consistent hitters” with strong performance over the last year and consistently strong performance during the past five years.

The 12 months before Hansen’s Top Small Company ranking saw sales jump 81% to $248 million with nearly three-quarters of that coming from energy drinks. Hansen’s foresees continued growth with introductions of new energy drinks targeted at the youth sports market and white-collar workforce — as well as continued growth in its soda, juice, water and vitamin & mineral drink mix markets.

Hansen’s is a publicly traded company listed on NASDAQ (HANS).


Che fa l'azienda ?

Hansen's is a leading marketer of all natural alternative as well as functional beverages. The Brand is recognized nationally.

Products marketed by the Corporation include: Hansen's® Natural Sodas, Signature Sodas, fruit juice Smoothies, Energy drinks, Energade® energy sports drinks, E²0 Energy Water®, functional drinks, Sparkling Lemonades and Orangeades, multi-vitamin juice drinks in aseptic packaging, Junior Juice® juice, iced teas, lemonades and juice cocktails, apple juice, cider and juice blends, Blue Sky® brand carbonated beverages, Monster Energy* brand energy drinks, Lost® Energy* brand energy drinks and Rumba* brand energy drinks, and Joker Energy brand energy drinks.

We hope every beverage you drink with the Hansen's name on it puts a smile on your face. That's our measure of success. Naturally.


E questi gli ultimi dati ..l'azienda va molto bene:

Corona, CA – May 9, 2006 – Hansen Natural Corporation (NASDAQ:HANS) today reported record financial results, including sharp increases in sales and profits, for the first quarter ended March 31, 2006.

Gross sales for the first quarter increased 88.9 percent to $137.8 million from $73.0 million a year earlier. Net sales for the first quarter increased 99.5 percent to $119.7 million from $60.0 million a year ago. Operating income for the first quarter more than doubled to $34.8 million from $14.7 million a year ago. Net income for the first quarter also more than doubled to $21.1 million, or $0.84 per diluted share, from $8.8 million or $0.37 per diluted share last year.

The Company implemented Financial Accounting Standard No. 123 (revised 2004), Share-Based payments (FAS123R), in the first quarter of 2006. As a result, first quarter results are reported after $1.9 million of stock option related compensation expense, compared to nil stock option related compensation expense for the first quarter of 2005. The after-tax effect of stock option related compensation expense on net income was $0.05 per diluted share for the first quarter of 2006.

Rodney C. Sacks, chairman and chief executive officer, said the exceptional performance reflected record gross sales of Monster Energy® drinks, which were introduced in April 2002, including our low carbohydrate (“lo-carb”) Monster Energy® drinks, which were introduced in 2003, sales of Monster Energy® Khaos™ energy drinks, which were introduced in August 2005, Monster Energy® Assault™ energy drinks, which were introduced in September 2004, increased sales by volume of Lost® Energy™ drinks, which were introduced in January 2004, as well as increased sales by volume of Hansen’s® apple juice and juice blends, sports drinks, Junior Juice® juice drinks and Rumba™ energy juice, which was introduced in December 2004.

The sales increase was partially offset primarily by decreased sales of Hansen’s® energy drinks, Joker Mad Energy™ drinks and Smoothies in cans.

Gross profit as a percentage of net sales for the quarter increased to 52.6 percent, from 50.5 percent for the comparable 2005 quarter. Operating expenses as a percentage of net sales decreased to 23.5 percent, from 26.0 percent in the previous year.

Hansen Natural Corporation markets and distributes Hansen’s® Natural Sodas, Signature Sodas, fruit juice Smoothies, Energy drinks, Energade® energy sports drinks, E20 Energy Water®, Sparkling Lemonades and Orangeades, multi-vitamin juice drinks in aseptic packaging, Junior Juice® juice, iced teas, lemonades and juice cocktails, apple juice and juice blends, Blue Sky® brand beverages, Monster Energy® brand energy drinks, Lost® Energy™ brand energy drinks, Joker Mad Energy™ and Rumba™ brand energy drinks and Fizzit™ brand Powdered drink mixes. Hansen’s can be found on the Web at Hansen's Natural Sodas.

* Gross sales, although used internally by management as an indicator of operating performance, should not be considered as an alternative to net sales, which is determined in accordance with Generally Accepted Accounting Principles (“GAAP”), and should not be used alone as an indicator of operating performance in place of net sales. Additionally, gross sales may not be comparable to similarly titled measures used by other companies as gross sales has been defined by the Company’s internal reporting requirements.

Certain statements made in this announcement may constitute “forward looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding the expectations of management with respect to revenues and profitability. Management cautions that these statements are qualified by their terms/or important factors, many of which are outside of the control of the company, that could cause actual results and events to differ materially from the statements made herein, including, but not limited to, the following: Changes in consumer preferences, changes in demand that are weather related, particularly in areas outside of California, competitive pricing and/or marketing pressures, activities and strategies of competitors, changes in the price and/or availability of raw materials for the company’s products, the availability of production and/or suitable facilities, the marketing efforts of the distributors of the company’s products, most of which distribute products that are competitive with the products of the company, the introduction of new products, as well as unilateral decisions that may be made by grocery and/or convenience chain stores, specialty chain stores, club stores and other customers to discontinue carrying all or any of the company’s products that they are carrying at any time and other risks detailed from time to time in the Company’s reports filed with the Securities and Exchange Commission. The Company’s actual results could differ materially from those contained in the forward looking statements. The Company assures no obligation to update any forward looking statements.


La quotazione attuale è di 31,49 dollari e tratta ad un P/E di circa 35 ma con un ROE del 62 %.

Mamma mia ...mi ero dimenticato di Hansen... che poi è diventata Monster Energy con un rendimento spaventoso !

 

[nemo17]

Ceradyne invece è stata poi acquisita da 3M.