Compass Diversified (CODI)

Arnold Magnetic Technologies signs rare earth magnet distribution deal with USA Rare EarthMarch 23, 2026 10:26 AM
IH Market News
Arnold Magnetic Technologies Corporation, a unit of Compass Diversified (NYSE:CODI), has entered into a mutual sales and distribution agreement with USA Rare Earth Inc. (NASDAQ:USAR) covering rare earth permanent magnets.Under the non-exclusive arrangement, both companies will be able to market and distribute each other’s products while continuing to operate as independent contractors. Arnold will distribute USAR’s processed neodymium-iron-boron materials as well as finished magnets, while USAR will offer Arnold’s finished permanent magnets made from samarium-cobalt and neodymium-iron-boron materials.Each company will remain responsible for the quality of the products it manufactures, including warranties and any related liabilities. The agreement also specifies that neither party will participate in the revenue generated when the other resells products to final customers.Rare earth magnets are widely used in technologies such as electric vehicles, wind turbines, industrial machinery and defense systems. According to the companies, global supply chains for these materials remain heavily concentrated outside the United States.Arnold operates manufacturing facilities in several countries, including the United States, the United Kingdom, Switzerland, Thailand and China. The Rochester, New York-based manufacturer produces magnetic assemblies, permanent magnets, precision foil products and composite materials, and serves more than 2,000 customers worldwide.USA Rare Earth is active across multiple stages of the rare earth supply chain through its ownership of Less Common Metals Ltd. and its efforts to build magnet manufacturing capacity in Stillwater, Oklahoma. The company’s operations span heavy rare earth processing, metal production, alloy manufacturing and neodymium magnet production.Compass Diversified  stock priceUSA Rare Earth stock price

Original: Arnold Magnetic Technologies signs rare earth magnet distribution deal with USA Rare Earth

Bad news beats $6.12

Very short video

CODI

That I don't know, what I know Arnold has been in the business for a very long time, not just decades, more like generations and have huge customer base of over 2000 customers.

Do they ship their rare earth elements to China to be processed? That is the real problem.
MP does that.
Taking some.
CODI

https://compassdiversified.com/our-companies/

https://compassdiversified.com/portfolio-item/arnold-magnetic-technologies/

https://compassdiversified.com

CODI will be the best stock to own in this price range, without a doubt in mind, once the hurdle with LUGONO is mitigated, this will travel fast to all time high and beyond, could be the next meme stock, the company hasn't even announced ARNOLD purchase for 125 million dollars in September, wait till they announce and wait till they announce their subsidiary is a huge rare earth and made in America, I kid you not, this will see all time high and beyond.

CODI is the best rare earth play, nothing like it out there. On top of that it's a conglomerate, for lack of better understanding, it is mini Berkshire Hathaway, that is why it's a great long term investment.

This is a very good long term bet.

Value of gold and silver jewelry at Lugano

may have gone up every other day since

they started a review...

That is itself makes things seem odd...


so we watch...LJ

That would be a real treat! So far who knows?

What are odds on restated filing by Wednesday

from CODI?...


so we watch...LJ

https://seekingalpha.com/article/4788685-compass-diversified-overreaction-to-its-internal-investigation-creates-potential-buying-opportunity

Manitoba Harvest is the world's largest hemp food manufacturer, with products in more than 16,000 stores throughout the United States and Canada. This includes recognizable branding such as Hemp Bliss milk, Hemp Hearts, and Hemp Yeah granola bars and protein powder. But by this coming summer, Tilray's newest subsidiary will roll out a line of CBD-infused hemp extracts for the U.S. market.

The beauty of Tilray's acquisition is Manitoba Harvest's advanced distribution network, which will hasten its entrance into U.S. retail doors. If and when marijuana is ever legalized in the U.S., this network could prove crucial to giving Tilray an edge over many of its Canadian competitors.
https://www.fool.com/investing/2019/06/04/4-canadian-pot-stocks-making-the-legal-leap-into-t.aspx

Sold Manitoba Harvest, reason to own, had preferred B shares as well, then they slashed dividend, left w Sterno and Baby carriages and gun peeps, which is cool, but mostly gun stuff.

Came back because couldn't believe sold Manitoba; management huge disappointment here imo, glad I bailed way back when...

They own 5.11 Tactical. I would say this is undervalued. Long hold for me.

I picked up "B" shares, 12% yield, CODI-B ...

CODI

nobody ever likes these kind of stocks

Agree with your assessment, however long term D R I P and the pattern of $16's to $19's plus timing the div ex date pays off for me, luck has very little to do with it.

Year and half later, not too happy with it these days, not sure if I want to continue to recommend CODI with all the fancy financing, and so little to show for it. The new CEO is not off to a good start with lack of explanation.

Better see something positive in next weeks earnings, but I won't be buying any dips atm.

GL

Buying the dip here...

CODI a keeper even in a Bear Market

CODi

yes nice 8% dividend, mentioned this month in Modern Trader Magazine
in relation to Cannabis industry. Codi invested in Manitoba Harvest
sells Hemp throughout North America.

Great time to be buying CODI. Always see dips on public offerings but they always recovery rather quickly. Seen it a ton of times ;) -Sunny$$

AGREED! ...have on "my stocks" picks, GL

Last post 3 years ago? This stock is amazing. MJ with a dividend? Sounds great. -Sunny$$

Greetings: Anyone here? Just got in today for a little bit. What a curiously interesting firm / strategic plot. Surprised at the small ihub board message base

- p

Investor-and-Analyst-Event transcript

Must read..
http://www.earningsimpact.com/Transcript/81556/CODI/Investor-and-Analyst-Event

~ Monday! $CODI ~ Earnings posted, pending or coming soon! In Charts and Links Below!

~ $CODI ~ Earnings expected on Monday *
Want more like this? Search Keyword: MACMONEY >>> http://tinyurl.com/MACMONEY <<<
One or more of many earnings sites has alerted this security has or will be posting earnings on or around the day of this message.








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*If the earnings date is in error please ignore error. I do my best.

Staffmark Holdings Sold

Compass Diversified Holdings (NYSE: CODI) ("CODI" or the "Company"), an owner of leading middle market businesses, announced today that it has simultaneously entered into a definitive agreement to sell and consummated the sale of its majority owned subsidiary, Staffmark Holdings, Inc. ("Staffmark"), to a subsidiary of Japan-based Recruit Co., Ltd., ("Recruit") for a total enterprise value of $295 million.

The transaction is subject to customary escrow and working capital provisions. After these adjustments, as well as for an allocation to Staffmark's non-controlling shareholders and the payment of all of the transaction expenses, CODI received approximately $220 million of total proceeds from the sale at closing. This amount was in respect of its debt and equity interests in Staffmark and the payment of accrued interest and fees. In addition, the transaction also increases availability under CODI's revolving credit facility by approximately $67 million, as letters of credit guaranteeing payments for Staffmark's workers compensation liability are no longer required to be provided by CODI. The Company anticipates recording a gain on the sale of Staffmark ranging between $75 million and $90 million for the quarter ended December 31, 2011.

Commenting on the transaction, Alan Offenberg, CODI's Chief Executive Officer, stated, "The sale of Staffmark represents a highly profitable opportunity for us to monetize our interest in a great company on behalf of our shareholders. In addition, this sale creates significant liquidity for our company and expands our capacity for pursuit of future growth opportunities. While it was a difficult decision to end our long-standing relationship with Staffmark, one of our initial subsidiaries at the time of our IPO in May of 2006, we enjoyed and appreciate the opportunity to have worked with its outstanding management team for all these years. Together, we weathered and thrived through the recent economic turmoil, building Staffmark into one of the premier staffing companies in the U.S., while growing the company's cash flow significantly during our period of ownership. We wish both Staffmark and Recruit continued success in the future."

Mr. Offenberg added, "With this transaction, CODI has now realized more than $185 million in gains since going public in May 2006. As in the past, we intend to utilize the proceeds from the sale of Staffmark to further strengthen our balance sheet and take advantage of both internal and external opportunities, while maintaining the ability to provide attractive distributions to our owners."

The proceeds will be used to repay substantially all of the outstanding debt under the Company's revolving credit facility. Additional information on the transaction will be available on the Company's current report on Form 8-K that will be filed with the Securities and Exchange Commission (the "SEC") later this week.

About Compass Diversified Holdings ("CODI")

Compass Diversified Holdings ("CODI") owns and manages a diverse family of established North American middle market businesses. Each of its eight subsidiaries is a leader in their niche market.

CODI maintains controlling ownership interests in each of its subsidiaries in order to maximize its ability to impact long term cash flow generation and value. The Company provides both debt and equity capital for its subsidiaries, contributing to their financial and operating flexibility. CODI utilizes the cash flows generated by its subsidiaries to invest in the long-term growth of the Company and to make cash distributions to its owners.

Our subsidiaries are engaged in the following lines of business:

The manufacture of quick-turn, prototype and production rigid printed circuit boards (Advanced Circuits, www.advancedcircuits.com);

The design and manufacture of promotionally priced upholstered furniture (American Furniture Manufacturing, www.americanfurn.net);

The design and manufacture of medical therapeutic support surfaces and other wound treatment devices (Anodyne Medical Device, also doing business and known as Tridien Medical, www.anodynemedicaldevice.com);

The design and manufacture of personal hydration products for outdoor, recreation and military use (CamelBak Products, www.camelbak.com);

The design and marketing of wearable baby carriers and related products (ERGObaby, www.ergobabycarriers.com);

The design, manufacture and marketing of premium suspension products for mountain bikes and powered off-road vehicles (Fox Racing Shox, www.foxracingshox.com);

The design, sourcing and fulfillment of logo based promotional products (HALO Branded Solutions, www.halo.com); and

The design and manufacture of premium home and gun safes (Liberty Safe, www.libertysafe.com).

To find out more about Compass Diversified Holdings, please visit www.compassdiversifiedholdings.com.

This press release may contain certain forward-looking statements, including statements with regard to the future performance of the Company. Words such as "believes," "expects," "projects," and "future" or similar expressions, are intended to identify forward-looking statements. These forward-looking statements are subject to the inherent uncertainties in predicting future results and conditions. Certain factors could cause actual results to differ materially from those projected in these forward-looking statements, and some of these factors are enumerated in the risk factor discussion in the Form 10-K filed by CODI with the Securities and Exchange Commission for the year ended December 31, 2010 and other filings with the Securities and Exchange Commission. CODI undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

SOURCE Compass Diversified Holdings

I agree Mr. Nuke...plus, I sell some covered calls to increase my income...Some of their co's are small, and maybe strange, but overall, I AGREE, SOLID LITTLE COMPANIES THAT AS THE ECONOMY TURNS AROUND THEY WILL PERFORM WELL.
OOPS...sorry, hit caps lock.

I don't think the gurus on Wall Street have any respect for CODI... but I think CODI's collection of industry-leading mid-size companies is just the ticket for real long term growth... both in divi's and in share price.

I did, and own it...nice Divi...

Just wondering if others have found this little gem.

Looks like solid growth, generous dividends and nice tax breaks for the patient, long-term investor.