Thank you for your update and taking your time to share with us your knowledge. I have always thought that there was a strategic purpose behind the Trump acquisition (http://investorshub.advfn.com/boards/read_msg.aspx?message_id=92507142) and there is rhyme and reason behind the upcoming acquisition that are part of an overall strategy that stervc has been trying to explain to us. My favourite parts about your post:
- What they do do while still making their standard margins too their existing and future customer base is give Trump Equipment the ability to eliminate the middle man from their service departments product needs.
- Now Trump can buy those product at a reduced rate while also selling too their existing MSA (Master Service Agreement) Company's. MSA's are not easy to come by and are worth their weight in gold alone!
- While Swing Machinery may receive smaller margin from a big new parent customer like HAWK it allows HAWK to bring down their over all overhead shop costs A LOT. Just in case most of you guys don't bust your knuckles for a living I can assure you they use ALL of this stuff every day.
- The next thing everybody needs to look for is if Trump Equipment is looking to open a new location in San Angelo, Tx. in the Cline Shale. Reports are there is 7x the reserves in the Cline than is in the Eagle Ford. San Angelo, is the biggest closest city to that play. And Estimates are next year is when things will really start to pick up in the Cline Shale from what I am hearing from guys in the Field. And that's big business for rentals and repairs. Rental customers are also required to pic up costs for damages to units while in customers care.