First Brands (Fram) bankruptcy

Purolator may be ending the September quarter getting rid of inventory, so books brighten up. $8 for Boss on Amazon, others discounted too. That price seals it for me as long as louvers are good. Putting prices to $15 or more did hurt sales I’m sure.
 
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Purolator may be ending the September quarter getting rid of inventory, so books brighten up. $8 for Boss on Amazon, others discounted too. That price seals it for me as long as louvers are good. Putting prices to $15 or more did hurt sales I’m sure.
That’s a good price. Those that run OEM efficiency filters may want to consider stocking up.
 
Purolator may be ending the September quarter getting rid of inventory, so books brighten up. $8 for Boss on Amazon, others discounted too. That price seals it for me as long as louvers are good. Putting prices to $15 or more did hurt sales I’m sure.
I think you are on to something. One could not even find them here locally for a long time. Now, all of a sudden just in the last two weeks, my local Walmart shelves are filled with Purolator filters. I did wonder about that when they just showed up again like that. Duh Duh Duh.
Another conspiracy cracked! :ROFLMAO: Not aimed at you. Just a lot of us. :)
 
I don't disagree, but just ethically it bugs me, betting against..........with intent of making money. OK. But driving down value....for what? Sometimes it's not just money.
If First brands had disclosed the off balance sheet stuff up front there would be nothing to short. First brands is the only one that did anything immoral. There was no value to drive down - thats the point. If first brands could pay the note this would not be a story at all.

Apollo did a public service. Now suppliers know to stop extending more credit. Workers can look for another job before their laid off without notice.
 
I think you are on to something. One could not even find them here locally for a long time. Now, all of a sudden just in the last two weeks, my local Walmart shelves are filled with Purolator filters. I did wonder about that when they just showed up again like that. Duh Duh Duh.
Another conspiracy cracked! :ROFLMAO: Not aimed at you. Just a lot of us. :)
Canadian Tire now also has Purolator Oil Filters available for order in store from their Montreal depot. They're listed primary line too, not secondary like Wix. Alot of the parts sold in these stores are first brand labels currently, (Carlston, Centric, Raybestos, Cardone, FRAM) etc. It'll be interesting to see what happens.
 
I think First Brands should think of selling off some of their companies. Buying up Champion Laboratories and FRAM likely led to their predicament.
 
If First brands had disclosed the off balance sheet stuff up front there would be nothing to short. First brands is the only one that did anything immoral. There was no value to drive down - thats the point. If first brands could pay the note this would not be a story at all.

Apollo did a public service. Now suppliers know to stop extending more credit. Workers can look for another job before their laid off without notice.
True.

Maybe depends on what Apollo's next move is.
 
Purolator may be ending the September quarter getting rid of inventory, so books brighten up. $8 for Boss on Amazon, others discounted too. That price seals it for me as long as louvers are good. Putting prices to $15 or more did hurt sales I’m sure.

Walmart dot com is at Amazon price----I think Walmart dot com started the current price war first last week. So if anyone can't find their size at Amazon, check Walmart
 
While the Fram Ultra oil filters no longer have wire screen backing of pleats, from watching yt videos of opened filters, the number of pleats has increased, and the surface area of filter media has also increases significantly, and that was only possible because without the wire each pleat takes up less room. The increase surface area likley results in lower delta P ( less restriction ) less time with the bypass opened with cold starts and cold oil, and maybe even more capacity to catch stuff before becoming restricted.

Pleats with less space between them on the oil input side are also less likley to give up debris when the oil flows mostly by the outer diameter of the filter media when in bypass.

In other words, without proof of the lack of wire scren backing causing a problem, it may be an improvement, though often not sean as an improvement.
Except synthetic media flows better than a cellulose/blend media, so you don't need as much of it to reduce Delta-P.
 
I think First Brands should think of selling off some of their companies. Buying up Champion Laboratories and FRAM likely led to their predicament.
They've owned Champ and Fram for a very long time....that is the least of their problems. The reckless acquisitions over the last 5 years without retaining any knowledgeable management, or having done it on purpose with malicious intent is what sank them IMO
 
I wonder if this is something Donaldson or Fleetguard would consider as an acquisition? Not for the technology (though the OG Ultra media might be worth it for Donaldson, I think Nanonet is even more advanced at this point than anything else, based on what I've seen from Fleetguard), but perhaps for the OE contracts. They already make some cans for passenger car/light truck applications, so it would be an expansion in that space with a brand people know. And Fleetguard appears to know how to make quality louvers.
 
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