Sent him an f/u email yesterday. He said AYSI was way too small for his fund, so it wasn't him. So I have no idea who's buying this at volume, though it seems to be on the radar screen of more value investors after a couple of non-me Seeking Alpha contributors wrote about it. E.g., http://www.barelkarsan.com/2014/06/alloy-steel-plenty-of-reason-for-being.html
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