Was that a new shareholder letter on SCX? Not sure how I missed that this month. Do you have a link? Those challenges certainly not a surprise as they're the same faced by pretty much every company right now. I'm curious if they mentioned Tru-Stone again if there's a recent shareholder letter. Here's what the CEO said in the annual letter back in September-
"Tru-Stone has carved out a reputation as the best-in-class, high-precision, granite-solution provider in the industries they serve. Their capability to produce granite components to demanding customer specifications is a true differentiator. Benefitting from surging demand in the semi-conductor markets, they have delivered strong, profitable growth throughout the year. Our top customers have accelerated and increased their orders to address global demand for more chips, which bodes well for the future."
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