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Re: mikeg2 post# 10567

Friday, 02/10/2012 8:49:36 AM

Friday, February 10, 2012 8:49:36 AM

Post# of 28712
Capacity is great and is a definite must know for customers to ensure smooth order estimates.

A plant running at full capacity can produce finished products cheaper than a plant that is not.

Do not assume the company will generate enough on-going continuous orders to maintain full capacity for market cap predictions of a stock. On going revs plus identified back log will eventually drive the PPS.

Anyway, this could be a very long discussion, but I gotta get ready to trade.

BORK bringing their first furnace on-line is a very very big deal (I have 11 years in metals processing from big steel to tantalum powder). Believe the CEO when he says that this event is huge, because it is.

Best wishes.
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