Knowing their customers is something any security analyst would be interested in if any analysts covered Alloy Steel. With that info, the analyst could try to follow up with contacts at the client company and ask some useful questions. For example: What percentage of your bulldozers (trucks, etc.) are currently using arcoplate wear plates? If the answer is only a small percentage of the client company's equipment, logical follow up questions would include:
- Why are you only using this on a small percentage of your equipment? Do you really want to use it on all your equipment but you think the price is too high? Are you OK with the price but Alloy Steel simply can't fill your orders now?
- Are you testing arcoplate out on a small scale before deciding whether to widely adopt it? If so, when do you think you'll make a decision?
And so on. Answers to those questions would do a lot to clarify Alloy Steel's prospects. I know it's a real company, but getting this sort of information can give us a clearer sense of its prospects and potential.
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