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Re: Bobwins post# 86923

Friday, 11/09/2007 6:39:05 PM

Friday, November 09, 2007 6:39:05 PM

Post# of 173697
About SDTH Q4 earnings. I think the revenue in Q4 should show a sequencial increase over Q3, even though the chemical sales might be weaker. Because the latest 40K metric tons NPCC capacity came online in July, and the lines operate at only 80% utilization. They expected it operating at full capacity by November.
I will be excited if they can bring phase 2 (60K metric tons)of the new NPCC facility online by the end of this year.

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