Alloy Steel Inc. (fka AYSI)

[littlefish]

Heh heh. I hope so... I have more cash than I'm used to and feel comfortable enough with AYSI to hope there's some kind of overreaction to take advantage of.

The nice thing is is the traders will position themselves to get out with the annual not due out until late december so an earnings drought will be in force for awhile. There are other things going on obviously but the fewer PRs and the more digging I can try and do with some indirect channels the better for me. Just takes too much time unfortuantely and I don't have a lot these days. I'll be happy if it moves sharply either way unless they really lay an earnings turd in which case I'd have to re-evaluate things. But I'm still looking out a ways so it would take a major earnings miss to spook me. I don't think that will happen, who knows for sure.