Alloy Steel Inc. (fka AYSI)

[DaveinHackensack]

Mat,

I agree that it will take a combination of improved performance and communication to repair confidence and raise the PPS. As I mentioned in that post, given the steep sequential drop in earnings and margins, AYSI would have taken a hit even if the company had better shareholder communications. But not as big of a hit.

I'd estimate that about half of the recent drop was due to poor communications (e.g., raising expectations with announcements of future developments only to not follow up on the status of them). With better IR, this would be trading at around $1.50 now, IMO, instead of its current price, where it's trading at less than 5x its ttm earnings.

Again, if you or anyone else has questions of Gene Kostecki and Barry Woodhouse that you'd like me to ask them, feel free to leave them here before Monday evening: http://steamcatapult.com/2010/08/18/questions-for-alloy-steels-ceo-and-new-cfo/