Alloy Steel Inc. (fka AYSI)

[littlefish]

Yep that'll hurt the comprehensive income #s for sure for AYSI. But they haven't really been getting any attention in the past when going up much.
The yen has been the place to be- nation of savers. But I don't trade currencies at all.

Wish I coulda gone to the Vegas mining show to see Arcoplate and maybe Gene. Not sure if he was there. Also see if there were any OEM North America bigs scoping out their product, especially with the large drop in Aussie dollar so Arcoplate gets cheaper for US buyers.
CAT had used their wear plate previously on their dozer blade back in 2004 so they must be aware of the product on some level. If the company can show off 2 mills instead of just one, it MIGHT help set them up for more supply-type contracts (especially to possible OEMs) of recurring nature instead of more one and done stuff.
When you only have one mill, it is probably pretty hard to convince a large company like CAT to say 'ya we'll start offering them on our products'.