Alloy Steel Inc. (fka AYSI)

[littlefish]

I would guess full capacity on both mills maybe mid August. if they just started the 2nd mill first week of August, I'm not sure they would run it full capacity right out of the blocks but who knows.
The bigger picture since demand seems quite strong will be what kind of margins can we get from the imporved 2nd mill and the Super Arcoplate. Those margins should be able to hold going forward pretty well going forwrad IMO.

I am also curious about # of production workers with both mills. I'm guessing they did not have to hire that many people on production side, which would help margins as well.

I'm not going to sweat this stuff much and will just sit back and wait for the Q report to get some kind of idea where they are at unless the price shoots up to my range of $5 (not expecting that yet with some unknowns but who knows).

I would probably take some off the table at that level to pay for a visit to Malaga and to let my wife sleep at night more comfortably