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  1. #126  
    RX Senior brucefan's Avatar
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    Genuine Parts Company Enters Definitive Agreement To Acquire Europe's Alliance Automotive Group thestreet.com/story/14317601…

    GPC paid approx=> 1x Sales
    Good Valuation comp for => $PRTS
    Largest pure "e-Com" Parts Retailer
    Sells at 0.33x Sales
    goo.gl/GDjjgp
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  2. #127  
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    Quote Originally Posted by brucefan View Post
    Genuine Parts Company Enters Definitive Agreement To Acquire Europe's Alliance Automotive Group thestreet.com/story/14317601…

    GPC paid approx=> 1x Sales
    Good Valuation comp for => $PRTS
    Largest pure "e-Com" Parts Retailer
    Sells at 0.33x Sales
    goo.gl/GDjjgp


    shana:
    US AUTO PARTS - (PRTS) @ $2.75 ==> General Parts (NYSE: GPC) -Pays- 1.2x Times Sales -for- Alliance Auto Group / (European Co.) ..... Expected to be "Very Accretive"; GENUINE PARTS COMPANY (NYSE:GPC) announced this morning ... They are buying "Alliance Auto Group" for => $2 Billion / ($USD) "Alliance Auto Group" is the 2nd largest Auto Parts Distributor in Europe As announced ... "GPC" is paying ==> 1.18x Times / Sales ... For "Alliance Auto Group" By Comparison to ==> US AUTOPARTS US AUTOPARTS has reported $305 million in Sales... In the past 12 month period Applying the 1.18x times / Sales multiple .. That which "GPC" just paid for Alliance Auto US AUTOPARTS shares would be worth ==> $9.00+ / Per Share Which is "Price Disparity" of approximately => +225.00% REFERENCE LINK: https://goo.gl/JMDc6iGENUINE PARTS COMPANY (NYSE:GPC) ENTERS DEFINITIVE AGREEMENT TO ACQUIRE: EUROPE’S - ALLIANCE AUTOMOTIVE GROUP Positions Company as a Leading Automotive Parts Distributor into Key European Markets - Revenues of $1.7 Billion - ($USD) - To Deliver Significant Sales Growth and Earnings Accretion and Strong Platform for Sustainable Automotive Parts Expansion AAG is reported to be "The 2nd Largest" auto parts distribution company in Europe AAG reports 1,800 company owned stores and affiliated outlets across 3 markets: France, U.K. and Germany AAG management reports expectations of => $1.7 Billion of Revenue on a (U.S.) - GAAP basis in 2017
    GPC intends to finance the transaction, including the pay off of AAG’s existing debt arrangements, with approximately => $2 Billion in Debt Financing J.P. Morgan is acting as the financial advisor to Genuine Parts Company - (GPC) BELOW... TERMS of the DEAL => REFERENCE LINK: https://goo.gl/S7EL8q
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  3. #128  
    RX Senior brucefan's Avatar
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    Could Mario arrange a deal????



    Gabelli & Company’s 41st Annual Automotive Aftermarket Symposium






    Business WireSeptember 27, 2017












    RYE, N.Y.--(BUSINESS WIRE)--
    Gabelli & Company will host its 41st Annual Automotive Aftermarket Symposium on October 30 and October 31 in Las Vegas, Nevada. This conference showcases a full spectrum of leading automotive companies, including aftermarket parts retailers, original equipment & aftermarket parts suppliers, publicly traded dealership groups, and medium & heavy duty truck manufacturers. Presentations, fireside chats, and one-on-one meetings will be held from 12:00 p.m. PST on Monday, October 30 through 5:00 p.m. PST on Tuesday, October 31. The event occurs in conjunction with the AAPEX & SEMA industry trade shows. Investors should contact their salesperson for more information or to register.
    2017 Participants
    Autoliv Inc. NYSE – ALV
    AutoZone, Inc. NYSE – AZO
    Boyd Group Income Fund TSE- BYD.UN
    Cooper Tire & Rubber Company NYSE – CTB
    Dana Incorporated NYSE - DAN
    Donaldson Company, Inc. NYSE – DCI
    Genuine Parts Company NYSE - GPC
    Lear Corporation NYSE – LEA
    Monro Muffler Brake, Inc. NASDAQ - MNRO
    Motorcar Parts of America, Inc. NASDAQ - MPAA
    Myers Industries, Inc. NYSE- MYE
    Navistar International Corp. NYSE - NAV
    O’Reilly Automotive, Inc. NASDAQ - ORLY
    Penske Automotive Group, Inc. NYSE - PAG
    Rush Enterprises, Inc. NASDAQ - RUSHA
    Standard Motor Products, Inc. NYSE - SMP
    Stoneridge, Inc. NYSE - SRI
    Superior Industries International Inc. NYSE - SUP
    Tenneco, Inc. NYSE - TEN
    U.S. Auto Parts Network, Inc. NASDAQ - PRTS
    Momentum Dynamics PRIVATE
    Truck Hero, Inc. PRIVATE
    Motor & Equipment Manufacturing Association
    Automotive Aftermarket Suppliers Association

    © 2017 G. research, LLC - All rights reserved.
    G.research, LLC, an institutional research and brokerage firm, is a subsidiary of Associated Capital Group, Inc. (AC). Gabelli & Company is the marketing name for the registered broker dealer G.research, LLC. G.research, LLC, One Corporate Center Rye, NY 10580. Member of FINRA and SIPC.
    View source version on businesswire.com: http://www.businesswire.com/news/home/20170927005238/
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  4. #129  
    RX Senior brucefan's Avatar
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    Presentation from PRTS whose prices are 20% below online peers, 40% below B&M peers (slide 5):c.eqcdn.com/_daac0c264aaecc... http://c.eqcdn.com/_daac0c264aaeccde...+-+Q1+2017.pdf


    US Auto Parts Network, Inc. (PRTS) stock price bargained at $2.69 with change ... - The Market is Open; https://themarketisopen.com/posts/us...69-with-change
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  5. #130  
    RX Senior brucefan's Avatar
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    impressive



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  6. #131  
    RX Senior Steiner69eR's Avatar
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    What's going on here? Haven't been in for a while, but tempted to get back...
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  7. #132  
    RX Senior Steiner69eR's Avatar
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    *Just realized, basically at the 52 week low.
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  8. #133  
    RX Senior brucefan's Avatar
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    Weak group, still dealing with a few shares in weak hands from the hedge fund.

    Earnings 10/30 , and also

    Gabelli & Company’s 41st Annual Automotive Aftermarket Symposium
    https://finance.yahoo.com/news/repea...110000593.html

    We will all wake up one day with this company being acquired for 6-8 bucks
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  9. #134  
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    U.S. Auto Parts Reports Third Quarter 2017 Results




    PR NewswireOctober 30, 2017


    Comment

    CARSON, Calif., Oct. 30, 2017 /PRNewswire/ -- U.S. Auto Parts Network, Inc. (PRTS), one of the largest online providers of aftermarket automotive parts and accessories, reported results for the third quarter ended September 30, 2017. All information and data are from continuing operations, which exclude the AutoMD operating segment unless specifically noted.
    Third Quarter 2017 Financial Summary vs. Year-Ago Quarter

    • Net sales increased to $73.8 million compared to $73.5 million.
    • Gross margin was 29.6% compared to 30.5%.
    • Net income increased to $0.9 million, or $0.02 per diluted share, compared to $0.4 million or $0.01 per diluted share.
    • Adjusted EBITDA (a non-GAAP measure defined below) increased 14% to $3.6 millioncompared to $3.1 million.
    • Ended the quarter with no revolver debt.

    Third Quarter 2017 Operational Highlights vs. Year-Ago Quarter

    • Total online orders increased by 8% to 915,000 orders.
    • Conversion rate increased 10 basis points to 2.0%.
    • Customer acquisition cost reduced by 9% to $6.95.

    Management Commentary
    "The third quarter was underscored by our continued commitment to profitability, as reflected by the 14% increase in adjusted EBITDA despite modest revenue growth," said Aaron Coleman, CEO of U.S. Auto Parts.
    "Similar to last quarter, our lower-margin online marketplace channel has continued to outpace our e-commerce channel. We are addressing this channel dynamic by making the necessary investments to improve our e-commerce product landing pages, product discovery, checkout, mobile conversion and site speed, as well as optimizing the post-purchase consumer experience. As we look ahead to 2018, we will continue to focus on prudent cost management at the operating level, and expect the results of our e-commerce initiatives to further improve conversion, which can enable us to accelerate traffic acquisition going forward."
    Third Quarter 2017 Financial Results
    Net sales in the third quarter of 2017 increased to $73.8 million compared to $73.5 million in the year-ago quarter. The increase was largely driven by a 41% increase in online marketplace sales to $26.8 million, partially offset by a 17% decrease in e-commerce sales.
    Gross profit in the third quarter of 2017 was $21.9 million compared to $22.4 million in the year-ago quarter. As a percentage of net sales, gross profit was 29.6% compared to 30.5% . The anticipated decrease in gross margin was primarily driven by lower-margin channel mix and higher freight costs. The company continues to expect gross margin to range between 29-30% going forward.
    Total operating expenses in the third quarter were reduced to $20.5 million compared to $21.7 million in the third quarter of last year. As a percentage of net sales, operating expenses decreased 180 basis points to 27.8% compared to 29.6% in the year ago quarter as a result of lower call center and marketing expenses.
    Net income in the third quarter increased to $0.9 million, or $0.02 per diluted share, compared to $0.4 million or $0.01 per diluted share in the year-ago period.
    Adjusted EBITDA in the third quarter of 2017 increased 14% to $3.6 million compared to $3.1 million in the year-ago quarter, driven by the aforementioned increase in online marketplace sales and prudent cost management.
    At September 30, 2017, cash and cash equivalents totaled $6.7 million compared to $2.7 million at December 31, 2016. The company also continued to carry no revolver debt at September 30, 2017.
    [COLOR=black !important]Conversion Rate 1[/COLOR] [COLOR=black !important]2.0[/COLOR] [COLOR=black !important]%[/COLOR] [COLOR=black !important]1.9[/COLOR] [COLOR=black !important]%[/COLOR] [COLOR=black !important]2.0[/COLOR] [COLOR=black !important]%[/COLOR]
    [COLOR=black !important]Customer Acquisition Cost 1[/COLOR] [COLOR=black !important]$[/COLOR] [COLOR=black !important]6.95[/COLOR] [COLOR=black !important]$[/COLOR] [COLOR=black !important]7.61[/COLOR] [COLOR=black !important]$[/COLOR] [COLOR=black !important]6.99[/COLOR]
    [COLOR=black !important]Unique Visitors (millions) 1[/COLOR] [COLOR=black !important]23.1[/COLOR] [COLOR=black !important]28.4[/COLOR] [COLOR=black !important]24.7[/COLOR]
    [COLOR=black !important]Number of Orders - E-commerce only (thousands)[/COLOR] [COLOR=black !important]460[/COLOR] [COLOR=black !important]537[/COLOR] [COLOR=black !important]494[/COLOR]
    [COLOR=black !important]Number of Orders - Online Marketplace (thousands)[/COLOR] [COLOR=black !important]455[/COLOR] [COLOR=black !important]309[/COLOR] [COLOR=black !important]460[/COLOR]
    [COLOR=black !important]Total Number of Internet Orders (thousands)[/COLOR] [COLOR=black !important]915[/COLOR] [COLOR=black !important]846[/COLOR] [COLOR=black !important]954[/COLOR]
    [COLOR=black !important]Revenue Capture (% Sales) 2[/COLOR] [COLOR=black !important]85.6[/COLOR] [COLOR=black !important]%[/COLOR] [COLOR=black !important]84.7[/COLOR] [COLOR=black !important]%[/COLOR] [COLOR=black !important]85.3[/COLOR] [COLOR=black !important]%[/COLOR]
    [COLOR=black !important]Average Order Value - E-commerce only[/COLOR] [COLOR=black !important]$[/COLOR] [COLOR=black !important]99[/COLOR] [COLOR=black !important]$[/COLOR] [COLOR=black !important]103[/COLOR] [COLOR=black !important]$[/COLOR] [COLOR=black !important]103[/COLOR]
    [COLOR=black !important]Average Order Value - Online Marketplace[/COLOR] [COLOR=black !important]$[/COLOR] [COLOR=black !important]64[/COLOR] [COLOR=black !important]$[/COLOR] [COLOR=black !important]68[/COLOR] [COLOR=black !important]$[/COLOR] [COLOR=black !important]67[/COLOR]
    [COLOR=black !important]Average Order Value - Total Internet Orders[/COLOR] [COLOR=black !important]$[/COLOR] [COLOR=black !important]82[/COLOR] [COLOR=black !important]$[/COLOR] [COLOR=black !important]90[/COLOR] [COLOR=black !important]$[/COLOR] [COLOR=black !important]85[/COLOR]

    [COLOR=black !important]1. Excludes online marketplaces and media properties (e.g. AutoMD).[/COLOR]
    [COLOR=black !important]2. Revenue capture is the amount of actual dollars retained after taking into consideration returns, credit card declines and product fulfillment and excludes online marketplaces and media properties (e.g. AutoMD).[/COLOR]

    2017 Outlook
    U.S. Auto Parts continues to expect net sales to be up low to mid-single digits on a percentage basis compared to 2016.The company also continues to expect net income to range between $27.0 million and $29.0 million, with adjusted EBITDA ranging between $13.0 million and $15.0 million.
    Conference Call
    U.S. Auto Parts will conduct a conference call today at 5:00 p.m. Eastern time (2:00 p.m. Pacific time) to discuss its financial results for the third quarter ended September 30, 2017.
    The Company's CEO Aaron Coleman and CFO Neil Watanabe will host the conference call, followed by a question and answer period.
    Date: Monday, October 30, 2017
    Time: 5:00 p.m. Eastern time (2:00 p.m. Pacific time)
    Toll-free dial-in number: 877-407-9039
    International dial-in number: 201-689-8470
    Conference ID: 13669541
    Please call the conference telephone number 5-10 minutes prior to the start time. An operator will register your name and organization. If you have any difficulty connecting with the conference call, please contact Liolios at 1-949-574-3860.
    The conference call will be broadcast live and available for replay via the investor relations section of the Company's website at www.usautoparts.net.

    https://finance.yahoo.com/news/u-aut...200100722.html
    [/COLOR]

    [/COLOR]
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  10. #135  
    RX Senior Steiner69eR's Avatar
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    Thoughts on earnings?
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  11. #136  
    RX Senior brucefan's Avatar
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    Quote Originally Posted by Steiner69eR View Post
    Thoughts on earnings?

    excellent report and good conf call . Beat by a penny . Good things are going to happen here . No debt, 6.7 million in cash, stock buyback in place.

    Hopefully we pick up some additional coverage after the conference
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  12. #137  
    RX Senior brucefan's Avatar
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    500K Share block traded @2.25
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  13. #138  
    RX Senior brucefan's Avatar
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    I'm sure few of you are still holding, but I added at 2.18 @ 2.11 @ more @ 2.09

    Tax selling bringing in some cheap stock at the lows . Management meeting with some institutional money next week hear
    https://www.youtube.com/watch?v=hJd1P2OzGzw

    "Our first key take away is that Yes, a transition to e-commerce is occurring. The AASA estimates that e-tailing share is expected to grow to $14.9 billion in 2020 or to about 8% of the market. "
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