American Electric Technologies (AETI)

[learning curve]

I appreciated the conference call transcript. I missed the call...
Some positive things were notable:
The Chinese oil market alienation.
The brazil market ... they survived story.
Stabilis assets (these aren’t proprietary or goodwill)
Current administration is conducive; all others would be even more...
“Contemplated”
Bill with Tieton Capital.

Negatives:
George with iss Florida (who I think paid a premium for a predicament he created)
Why not take company private at 1.50 or even 1.25? Aerial bailed somewhere between .60 and 1.50. (Obviosly could have been tax transfer positioning??...or other) but none the less a willing liquidation point.
Now look at areil movement: big buying ‘2017 to 2018. Is this a bet the think they got wrong? Was the premium to repurchase position prior to tax losses had added value such as position size, liquidity, going forward (you see how same thing is interpreted both negative and positive?) assuming it is of one nature or the other: what could you numerically assume on both sides?

A random investigation: warrant exercise: 500k shares @~ 2.85 =~ $1.5m
If no modifications...“Holders” would relinquish 0.4% ownership for $1.5m cash.

Other random notables:
Management
Management (last time pps reprice to $2.17 common was $1.50. Risk is maybe jch said he complied and complied and now its pps is truth and %stakes were created under new environment.
$5m min block trade size

And more...