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$17.71 0.64 (3.75%)
7/8/2008 4:00 PM

LMI Aerospace, Inc. (LMIA)

CAPS Rating:
****

The Company is a provider of structural components, assemblies and kits to the aerospace, defense and technology industries.

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Total Players

84 Outperforms
4 Underperforms
 

All-Stars

21 Outperforms
2 Underperforms
 

Wall Street

1 Outperforms
0 Underperforms
 

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Players bearish on LMIA are also bearish on:

Ticker Tags

Services (251), Aerospace/Defense Products & Services (59), Micro Cap (4824)
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LMI Aerospace, Inc. At A Glance

Current Price: $17.71
Last Trade Time: 7/8/2008 4:00 PM
Open: $17.16
Previous Close: $17.07
Daily Range: $17.09 - $17.84
52-Week Range: $15.45 - $30.91
Volume: 59,469
Market Cap: $196.25M
P/E Ratio: 12.37
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Stock Trends

LMIA VS S&P 500 (SPY)

LMIA 12 month chart vs. S&P

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Top Bull Pitch

Recs

3

LMI Aerospace, Inc. (LMIA)

Avatar theotherjimmac (69.30) Submitted: 12/06/06 11:39 AM

Strong growing backlog, good management, $1.00 eps behind them, heading for $1.30 eps in 2007, more or less, looks like a $20-25 stock in 2007/2008, cheap now at $17 after temporary growth pains.

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Recs

0

 (LMIA)

Avatar sail08 (29.52) Submitted: 5/15/08 2:17 PM : Outperform Start Price: $21.10 LMIA Score: -5.74

Small cap aerospace play provides structural components, assemblies, and kits to the aerospace, defense, and technology industries primarily in the United States.





Currently trading at 11x 2009 EPS estimates. EPS growth around 40% this year, 60%+ for the last 5 years, current estimates around 15% next year.





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Recs

0

 (LMIA)

Avatar deuspecuniae (26.19) Submitted: 4/29/08 4:24 PM : Outperform Start Price: $19.23 LMIA Score: 0.93

This stock along with the rest of the defense sector is heading higher. Say hello to investors and money managers looking to survive a recession this summer by jumping into defense. Learn to follow the crowd (mutual funds and such)--it consistantly weathers better than navigating against the grain.

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Recs

0

 (LMIA)

Avatar NightBengal (48.80) Submitted: 4/15/08 4:12 PM : Outperform Start Price: $18.84 LMIA Score: -1.00

Growth rates outstrip the current P/E by a long shot; 5-year expected PEG is 0.84. This quarter alone, analysts expect 60%+ growth over last year, with 30%+ for the full year. Order backlog grew almost 30% last year; there is no shortage of revenue for these guys.


The recent acquisition of D3 is a smart, synergetic move to continue carving their niche. Debt taken on from this acquisition is more than handled with interest coverage almost three times the industry. Management is very confident that this company can continue to grow, and their ~27% inside ownership speaks to this.


Another bonus: Operating costs have remained in line with growth. According to the 2007 full-year conference call, management intends to keep it that way with continued efficiency improvements.

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Recs

0

 (LMIA)

Avatar TexasLonghorns (68.14) Submitted: 4/14/08 4:58 PM : Outperform Start Price: $19.27 LMIA Score: -3.38

LMI Aerospace provides structural components to major aircraft manufacturers like Boeing, Embraer (NYSE: ERJ), and numerous others. You may never have heard of the company, but as the rush to fill air travel demand and provide critical materials to the military builds, so too will this company. It sports a miniscule $230 market cap, but if you believe this aerospace market is going up, LMI is an excellent way to get a piece of the action.





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Recs

0

 (LMIA)

Avatar papazee64 (38.07) Submitted: 2/29/08 4:19 PM : Outperform Start Price: $19.07 LMIA Score: -2.67

With all aircraft purchases on horizon both Military and civilian, Lookout!

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Wall Street

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Top
Pick
Player NamePlayer RatingStart
Date
CallTime FrameStart
Price
Stock
Gain
S&P
Gain
ScorePitch
TrackWachovia 77.02 04/30/08 04/30/08 Outperform NS $19.23-7.90%-8.84%+0.93

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