Replies to post #108549 on Savvy Trades and Investments

[hweb2]

On AATC, in Q2 royalty revenues jumped up to $3.7M from $1.4M the prior year. They were also quite a bit higher than recent quarters. So I figured royalties were unusually strong in Q2, and would be dropping back to maybe around $3M. Happy to be wrong!

Stellar Q3 results for AATC. Q3 earnings from cont operations of .27/share. Wow! And those are GAAP numbers, fully taxed. Q3 revenues up 42%. They've also got $2+ in cash/investments on the balance sheet. And a dividend yield over 8%. Even after today's hefty gain, the stock still looks undervalued. I'll be accumulating.

[jtomm]

AATC, thank you for the response, hweb. Do you have any idea how much business is still out there for them to acquire? Do you think they're at all close to reaching the saturation point, or is there still plenty of room for growth? Also, do you know how much of their business is new-build intersections vs retrofit (replacing in-ground traffic sensors). TIA