Value Microcaps Motherboard

[stockmann]

I'm not selling FPP and I've been adding to ASPN. I bought some BSIC the other day at 2.55 as well.

I think we have yet to see the forthcoming irrational exuberance that I think will materialize this winter relating to the pricing of these smaller names. I also look for a wave of M&A activity in the sector specifically focussed on these little guys. Even at their respective prices, their market caps are both under $100 million. At some point in the not so distant future, names like FPP and ASPN will be approached. Whether management of either company sells is impossible to know. Both companies corporate structure / share structure make them an easy mark considering their extremely high insider ownership and small share counts.

ASPN has held it's gains remarkably well in the last month. Pullbacks have been accumulated. Look for the next update on institutional interest in both FPP and ASPN to look dramatically different compared to past quarters.

In time and assuming both companies continue to execute, I suspect both FPP and ASPN will graduate to substantially higher price points. Come winter there will likely be a tail wind at the backs of these small on-shore domestic producers that will be capable of driving values far in excess of what most of initially believed to be feasible.

Navallier, rated the top performing newsletter by Hubert recently added FPP to its top 10 list at the #3 spot with a buy price as high as $8. Clear evidence that many respected and followed Wall Street types are now actively searching for young "up and comers" in the energy space with expectations of future sizeable gains.

Good luck
SM