OK, AYSI is my next tablepounder gilead. I defintiely want to freeze that freight train MXC LOL. Just sold some more at $43.73! Awesome.
AYSI I did some figuring on how much biz the FMG expansion will have after they open more mines (and this is JUST FMG I'm talking about here). They only have one mine operating right now, but have 12 more that could potentially come online in the next few years. I think it is safe to guesstimate a couple a year and we can see what juts the one mine has done in sales for the comapny. It may make for some lumps in results, but it is becoming clearer now to me after tlaking to a coupel people that the company continues to struggle to supply the people that want the product. This to me is a loud shout to us that the growth is nowehre near finishing and is just continuing its momentum.
The fwd PE currently of under 10 when I think this comapny will do much better next year is almost a joke. I have been buying some more last couple days and will continue to buy under $2.
So it is official. My 3rd tablepounder call will be AYSI under $2. I htink we'll see AYSI take off as well but probably not until starting late in the year andgoign through 2009. I am strating to visualize potnetially $10. I know i said that a long time ago when it was $0.4s and peopel probably rolled their eyes. But I sat down and tried to figure out the revs they can egenrate just off the 2 mills and the amount of biz they should get from their major customers and I still think they will struggle to keep up. This next Q might be a bit slower but it won't last long and it might NOT be weak at all. I stil lthink they'll have a good chance to do as wel las this last Q on the revs side.
Of course the typical blah blah about no dilution, no LT debt, AWESOME CEO, etc...
That's it:) Good luck.
I don't mind stealing bread from the mouths of decadence... But I can't feed on the powerless when my cup's already overfilled.
-Temple of the Dog
"We didn't build this company on the sniff of an oily rag."
-Anonymous
