TMST, Inc., 8% Senior Notes (TMA.GB)

[vpagano]

FYI, I doubled down at $80 today to re-balance and re-allocate. The ask on Zion's Direct was (and still is) $100, so I put in the lowest allowable limit order and was filled this afternoon.

Question for the board: Anybody else buying under $100 (which I consider a large margin of safety)? If not, I might start voicing this around the Twitter value world to see if anyone is interested....the bond traders seem to keep to themselves somewhat.

As Chevy and me have discussed, this is the modern (and poor man's version) of activist investing using the social network effect.

Have a great day,

-Pagz