Alloy Steel Inc. (fka AYSI)

[littlefish]

I'm finally back online. Need to do a fair amount of unpacking after going to the coast for a trip.

BHP has been a customer for some time with AYSI. Rio Tinto too. FMG more recently as they went into production.

The whole pipe cladder verbage is put out in each Q release so to me there's nothing to read into that.

This is the largest order BHP has placed with the comapny as far as I know. Not certain if it is Super but I am guessing so since the 2nd mill has just been announced as coming online.
Hopefully Rio Tinto is next with a nice order. After all, it was Rio Tinto that got the whole Arcoplate ball rolling when they went looking for a better option than the inferior wear plate that was out there awhile back.

Still holding all my shares and not interested in selling any time soon, there's a long ways to go for this product to finally get more recognized on the world stage IMO.
Just staying patient waiting for things to get going meaningfully again. IMO they will.

The Q stunk a bit as Gilead mentioned, but also agree with him that we're looking at some good Qs going forward. If you've held this long, why sell on the beginning of a potential major recovery for the company and beyond?

Good luck patient longs. Now to unpacking :)