Replies to post #30 on Audiovox (VOXX)

[littlefish]

From a pure asset stance probably but Hirschmann was the unit I held with highest regard in terms of future growth. Klipsch they payed more for and I would think could also be worth a nice chunk of change but I would want to know their plans with this $ before saying it looks cheap here. I was mostly buying in the mid $2s to low $3s so it feels less compelling to talk about buying and even sold a little last week ahead of this news.

Still not finding much value these days ubfortunately so haven't spent much time truffling around.

All IMO only.

[littlefish]

VOXX still looks relatively cheap once they make this sale but I'll want to know which way the captain wants to steer the ship in Q1 CC. I'm expecting a weakish Q1.

Have you looked at AT before? Very competitive IPP market but their cash flows and assets make it look relatively attractive right now. Going to be a long term deal though unless they get a pop on next Q's #s which should be decent with a settlement. The mid term negatives seem priced in at these levels although there are a ton of variables. Management is good and open.

All IMO only.

[littlefish]

Probably a buy now. $165 mill sale (at euro 1.12 so by end of august close might be more or less) is going to ramp up their balance sheet although chunks of their debt are at low interest rates. Rest of company is probably going to struggle without the ramp up in auto that was coming. That being said, the parts left are worth way more as long as HQ doesn't go AWOL on Eyelock or squander things (possible with their track record but still a lot of potential value and who knows maybe Eyelock works out longer term).

They may have a rough couple Qs ahead so might be a chance to buy on a disappointing earnings report.