Paul Mueller Co. (MUEL)

[ZachBuffett]

Thanks, yeah I discovered savvy and zip code changers not too long ago. You too, sir.

[SSKILLZ1]

You can start posting regularly on the savvy board, one of the numerous reasons we created it about a year ago to get free posters there. Was unaware of there being a muel board, so thanks for telling me. Have a great weekend.

[ZachBuffett]

Thanks, Buffett has been my idol since high school.

I've followed the VMC for years, btw, so I know you even though you don't know me. ;) I've never been willing to shell out for a subscription. It's frustrating when I want to contribute, but my port isn't as large as most everyone else here, so 10 bucks/month is still money.

Here's looking at those Q4 numbers next week. Maybe a bit after since they are without CFO at the moment. Though Marcelino will be available to help finalize the annual, if they need him.

[bbotcs]

ZachBuffett: Good luck to us. I assume your first name is "Zach". If so, I really like your IHUB handle.

[ZachBuffett]

Thanks. This is my largest holding, first time since 2011 that it isn't SYEV, so I'll be on top of developments. Let me know if I should add anything to the iBox.

[bbotcs]

ZackBuffett: Nice board, by the way.

[ZachBuffett]

Yeah, I was trying to get some more shares at 31 before SSK ruined it for me.

I'm not concerned about their cash position, because they don't seem to be at all. Through 9 months of 2013, they generated 9.4 million in operating cash, which they used for paying down debt and for the highest level of capital expenditures since pre-recession levels. They even repurchased stock.

This is the management that has led the turnaround since 2010, I trust that they aren't spreading themselves thin. This was the company that was blindsided by the downturn after paying out constant massive dividends; I'd like to think the BOD learned from those mistakes.

[bbotcs]

ZachBuffett: Bought some today due to tablepounding on another board. The lack of cash seems a little scary.

[ZachBuffett]

No problem, seeing as this is a 70 year old, profitable, international company with 700 employees and almost 200 million in revenues trading at a market cap that is 1/10th of some of these marijuana shell companies, I figured it could use a little coverage.

[pdgood]

Thanks Zack

[micham2012]

Glad to see a board for this company. Thanks.

[ZachBuffett]

MUEL.. $32.00

CFO Marcelino's last day was last Friday, hopefully his replacement will do as good of a job as he did over the past few years.

Should see the annual report in about a month. Last year's came out on March 29. They do report Q4 earnings earlier than the full report, so we may see that as early as next week.

[ZachBuffett]

Through three quarters of 2013:






2012 Annual Report:

http://www.muel.com/pdfs/AnnualReports/2012MuellerAnnualReport.pdf


All Financials and PRs:

http://www.muel.com/Finance/

[ZachBuffett]

Insider Roster:

David Moore: CEO, President
Mr. David T. Moore has been the Chief Executive Officer and the President of Paul Mueller Co. since August 29, 2011. Mr. Moore served as Vice President and Company Secretary of Paul Mueller until August 2011. He served as Chief Information Officer of Paul Mueller since January 2002. He served as Vice President of Product at Corporate Document Systems, LLC, an electronic document distribution company. He has been a Director of Paul Mueller since 1997. Mr. Moore holds an MBA from The University of Chicago and a BA from Middlebury College.

John J. Ghirardelli: Chairman of the Board
Mr. John J. Ghirardelli serves as the President and the Chief Executive Officer of The Killian Group, a Springfield, Missouri based construction firm specializing in the hospitality industry. Mr. Ghirardelli has more than 30 years of experience in manufacturing and construction. He has been Chairman of The Board of Paul Mueller Co. since February 11, 2013 and its Director since January 1, 2012.

CFO is pending, as Marcelino Rodriguez recently resigned to become the CFO of KMG Chemicals, Inc. The company is currently in the process of recruiting his replacement

Other Directors

[ZachBuffett]

Paul Mueller Company:

Paul Mueller Company, centrally located in Springfield, Missouri, specializes in the design and manufacture of stainless steel tanks, processing systems and equipment for the food, dairy, beverage, chemical, biofuels, pharmaceutical, biotechnology, and pure water industries.

Since our inception in 1940, Mueller has evolved into a global process solution provider with nearly one million square feet of manufacturing space under roof. Our products are used in over 100 countries in a wide variety of applications. We offer a full range of tanks/vessels from shop fabricated alloy vessels through 20 feet in diameter to field fabricated vessels up through 2,000,000 gallons, but we do more than tanks - we provide process solutions. We offer integrated systems, modular fabrication, field construction, plant maintenance and repair, and complete turnkey project execution. Mueller delivers outstanding equipment and unique solutions to the process industries with our technical expertise, innovative engineering, and manufacturing resources. We know that building a quality product starts from the ground up. Our sole purpose is to improve profit performance for our customers through our products and service offerings. Mueller has been built by focusing our extensive resources, process experience, and craftsmanship on solving the processing needs of our customers.

[ZachBuffett]

I believe you were thinking of Moller International (MLER)
http://investorshub.advfn.com/boards/board.aspx?board_id=1461

This is Paul Mueller, an industrial tank and processing system manufacturer.

[pdgood]

We talkin rotary skycar here?

Why the new company? Who owns what technology? JV deals? Promotions? Got my interest so who has the details?