Alloy Steel Inc. (fka AYSI)

[gilead23]

Correct we don't know the current status

Technically they could have maxed out production and then died although I doubt thats the case. My sense is the bias is towards growing earnings given that they are expanding capacity. You also have to factor in the very aggressive capex spending among their customers which is a macro trend supporting sales ramping up.

In terms of needed earnings you are probably right however there is reason to think they will get better given this was a short quarter and there are other bits of news such as new contract announcements that can drive share price.

In any case I stand by the article. Given the product recent numbers and growth trajectory the stock is still dirt cheap and I expect it to get recognized.