Nelson, I really like the sectors that USAP is in. That company and CRS have showed up on my radar with their decent results in the Sept quarter.
Strong end markets, high backlog, growing margins. I guess they compete with CRS? USAP looks a bit overbought at the moment, but I'd be looking to add on any pullback.
That story you relate is pretty crazy and kinda typical with the microcaps I guess.
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