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SageWise

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SageWise

Re: JoeSmith post# 62517

Tuesday, 04/29/2008 8:17:59 AM

Tuesday, April 29, 2008 8:17:59 AM

Post# of 107353
My bet is on the former - fabrication of anodes for a different project than the SAM project. Anode fabrication seems to be a new area that they're getting into IMO based on not seeing anything about it in previous 10-K's / filings. Not sure if this is a "commodity" item or a high margin item. Perhaps the installation services on these makes us the high margins. Wonder if these are ROV installable.

Sage

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