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Re: Golden Cross post# 471

Monday, 11/13/2006 10:20:33 PM

Monday, November 13, 2006 10:20:33 PM

Post# of 1078
I am surprised there hasn't been more discussion of the dividend for ASPN. On the one hand, it signals that Cohen has not found an aquisition target that he believes is a good buy. I personally like that since he doesn't have something better to do with the cash, he is returning it to the shareholders. The negative side is that without growth, ASPN can only last so long without new reserves and it will be a complete NG commodity play going forward. I am still holding half my investment for the next few months, but a "perfect storm" like last year is between slim and none, and slim already left the building. Other thoughts are certainly encouraged.

Thanks,

Mat
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