Value Microcaps Table Pounders

[littlefish]

There's gotta be a day coming when someone with deep pockets says 'Enough is enough, I need to become a large stakeholder here: They have the best alloy clad overlay wear plate in the market, they have an untapped market out there in front of them, they have great discipline financially, why am I not in this?'
And then we finally get our first institutional holder or 5% holder... It will happen, just a matter of when. but until that day I think we still have a ways to go.
I'm roughly guessing they can do $100+ mill in revs in a few years once they get a place for expansion set up, based on the size of the market and the acceptance their prooduct ahs by customers.
Ya, ya, some out there think I'm crazy I know throwing out those #s but we'll see. Give it about 3 years and we can revisit this. Personally I think AYSI is a much better bet than anything else out there. It could ahve several of us retiring as long as we stay stubborn holding onto our shares IMO.
And I love the fact this is developing with time and not doing the moonshot MXC in 2 months thing. Although now that we have a pile of dedicated shareholders onboard, I'd be OK with a moonshot now:) Just takes a large group of stubborn shareholders NOT SELLING and maybe one or two big investors stepping in finally.
I'm surprised a bit that the bigs are still laying low on this company. They are poo pooing IMO one of the best Warren Buffett/Peter Lynch style microcaps out there.
There are probably other companies out there but I don't see any of them currently. Just Alloy...
Good luck. Let's see, that would mean $2 for AYSI I think and $27.90 for MXC on the tablepounders board.
It was fun selling some MXC at over $50, a few times:) My wife had me hold every share in her acct until it hit the high $40s. Then she had me unload from $48s to $54.98. That was cool LOL. Except all taxable! Ouch...
But boy what a year it has been and we're still a ways away form half way. And I'm 50% cash for one of the first times ever in my investing career. I want to be safe, cautious, and patient. I think AYSI is about 40% of my port so you can tell how meaningless all other holdings have become.

I agree with Buffett and disagree with a lot of the VMC crowd. If you feel you know when somehting is an easy pick then feel free to bet big. Just make sure you know what you're doing, that you clearly undertsand all aspects of the company including management and their style, and keep a close eye on things.

It aint all that hard once you find them. The problem is FINDING THEM! At least finding the ones where you feel darned certain it is going up. Potentially up a bunch. That's AYSI for me even now after the move from $0.4s to $2s (a 5 bagger headed for 10-20+ bagger potentially IMO probably over the next few years).

It is too bad there are so few companies that have that crystal clarity.