Alloy Steel Inc. (fka AYSI)

[DaveinHackensack]

Still here. For those who are interested, here's an <a href="http://thehackensack.blogspot.com/2008/08/update-on-varanus-island.html">update on the Varanus Island situation</a>. Bottom line: repairs are going slightly ahead of schedule and natural gas flows should be about 20% higher later this month than previously expected. Still won't be until the end of the year before repairs are complete though.

Another thought: as a picks & shovels play on mining, AYSI seems to have avoided (so far) the correction in the share prices of the miners.