$AIRI I listened to the AIRI small cap presentation yesterday. AIRI has over 250 Million in outstanding bids and pursuing future business from Hypersonic drones, Urban Air Mobility, Commercial Landing gear, Future Vertical Lift and the CEO mentioned trying to increase business with DLA which has higher profit margins. It seems like they are doing the right things. Let’s see how it plays out.

https://finance.yahoo.com/quote/KOS?webview=1

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Way under valued still. $10.00 soon enough and upon contract announcements much higher. Sorry that I sold some but like they say: you will never go broke taking a profit.

I don’t think so much this time. Company getting known for quality work. Huge offer coming. IMHO

What makes you think it’s going to drop? Sold half of trading shares for good profit.

If you want a 3 to 5 bagger buy this now.

Added 35000 at $3.12 average. Now waiting for the earnings report. Out of money now.

Quality is not a luxury and AIRI is quality. So I buy more shares as nothing is as underpriced as this company. Re creating this company would cost much more than $3.68 per share. The insiders know what the company is worth and they have been buying.

$AIRI Keep two things in mind: There is a total of 3.1m shares outstanding and about 2.7m shares on the float; the current share price is about 1/4 the annual revenue.

Any significant recognition of the above revenue/share price imbalance could send the price soaring. Furthermore, the company is very near operating cash flow neutral.

https://www.tradingview.com/symbols/AMEX-AIRI/forecast/

Bought more shares today as the short term speculators sold out based upon the thought that they don’t have the financial means to grow their business. Throwing out the baby with the bathwater here.

$AIRI The company is being successful in obtaining orders from new companies and that is requiring a learning curve, how exactly to produce those new products. And that is compressing margins. As the company becomes more and more proficient in turning out the new products, orders will grow and margins will increase. That will happen as this year goes on and into future years.

The value of the company as a prospective acquisition will also grow. I see this as a $200 million acquisition within twelve months=$60 per share. Just pie-in-the-sky? I don't think so. Highly skilled and proven defense contractors who can turn out specialized, critical products are not like commodity producers.

Buying all I can on Monday as it is vastly undervalued here. Agree that $30.00 is on the way by next May.

$AIRI Something to think about: If this company were acquired for three times sales—which is modest for small, growing companies in a stable industry like defense—it would be $45+ per share.

Higher lows and higher highs. Double digits soon.

Zacks update

All because of the upgrade of the company to strong buy. Target for 2024 of $7.50. Very undervalued.

Institutional buying here and increasing volume. Under promise and over deliver is the earnings plan going forward. Need some announcements on contracts but many will be coming soon what with all the RFBs out there.

Poised for a breakout especially in light of the Middle East conflict heating up. Cup and handle being formed. Many mentions in investment community of defense and oil stocks climbing tomorrow. Good luck to all.

This is not a stock to trade. It is a stock to buy and hold until the company gets acquired or some big event occurs.

Of course, very bad news and u can’t get out.

This is almost like a family business of the Taglich brothers.

$AIRI From the earnings report: "Cash flow from operating activities reached $4,862,000 in 2023." Also from the earnings report: "Interest expense 1,920,000." In other words, except for capital expenses--of which Melluzzo said their will be zero or near it in 2024--they were cash flow positive to the tune of almost $3 million in 2023.

So maybe they can get through 2024 and beyond without having to dilute by selling stock.

I'm really stoked! Gonna keep buying.

https://stocktwits.com/Landsman/message/562482838

Landsman Feb. 15 at 1:01 PM
$AIRI Suppose this does $25m in sales in, say, Q4 this year. That would not be too surprising because it is doing $14m or so now, before the new relationships fully blossom and before the new machinery is fully utilized. $25m p/q=$100m annualized. $100m x 3 [a very reasonable multiple] = $300m market cap. $300m divided by 3.3m shares outstanding=$91 per share. Works for me. ·

Low volume day. Watch for pullback unless news released. Very low float as you know. Holding for the eventual buyout.

Done buying for now. Long 160,000 shares at $3.02 average. Backlog is $78 million over 18 months. Target of $20.00.

https://www.tradingview.com/symbols/AMEX-AIRI/technicals/

American Bulls now has AIRI as a buy. Going much higher and way undervalued with initial target of $12.00.

https://stocktwits.com/Landsman/message/558900321

Should add that this is way undervalued still what with all of the contracts and contracts in process. Former CFO working to advance the business by way of procuring new contracts and possible mergers. Target $12 to $15 with takeover value north of $25.00

I do realize that but if you don’t think ahead in this market you will fall behind. Bought mega preferred stocks ahead of the interest rate drops coming whether it be in March or this summer. Long Mega AIRI. Whether the buyout be in 2024 or 2025.

Huge Navy submarine contracts for DRS and GD. Three billion dollars announced today. Should trickle down to AIRI to some degree.

Golden Star today showing it is in a longer term upward move.

American Bulls is Buy today.

Volume increasing past couple of weeks. Volume first, then price.

American Bulls now has AIRI as a BUY. Onward and upward from here.

The person that has attacked AIRI for several years after making $200 grand is at it again. He is probably a AIRI short and is invested in casinos and gambling that Attacking management as not competent, when in reality they had a lot of unforeseen problems to deal with like Covid, material shortages, etc. .
Now that they have dealt with them and shortages are behind them they should have real earnings going forward. Locked and loaded for first quarters numbers.

Although low volume buyers are starting to recognize the true value of the company. They only need to announce new contracts and we should go to $3.50.

Their opinion changes with the weather from day to day

We experienced increasing traction of our growth strategy for Sterling Engineering in Connecticut. Sterling had a noteworthy quarter, achieving sales that broke through the $2 million level for the first time in many years.

Sterling's increasing sales, favorable product mix and higher volume and better cost absorption continue to contribute to its strong and improving profitability. As I discussed on the past calls, our strategy for Sterling is to expand its sales, especially through long-term agreements, modernize its plan and invest in critical new equipment, providing unique capabilities and differentiate it in the marketplace.

Towards that end, in partnership with a major customer, we secured flash welding equipment to support the welding of the arresting gear for the US Navy's E-2D aircraft program. Air Industries is now the sole provider of this process used to manufacture mission-critical product and expanding our portfolio of special processes.

We also now have a fully functional and producing paint shop have added a new large format bridge mill to support our expanding helicopter business and acquired a new CMM, a coordinate measuring machine to bolster our capabilities in final inspection.

Also at Sterling this year, we have installed a new roof and the installation of solar panels is underway. Company-wide, the current tenor of business is exciting and has only increased our enthusiasm for the future.

Air Industries increased business development activity has resulted in a notable increase in our quoting activity and bookings. On a trailing three-month basis, bookings of new business have doubled over $6 million a month compared to December 31st of 2022.