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littlefish

06/13/07 7:58 PM

#28860 RE: timhyma #28859

AYSI is cheap. I'm gonna call tonight to talk to someone about how much down time they had in December and January. I think AYSI was running near full capacity last 2 Qs (Dec-Jan downtime runs end of fiscal Q1 and into Q2) considering their current 1 shift and employee levels. And they managad about $1.7 mill revs Qs each. But they had vacation time for December and plant closure beginning of January they do annually for equipment upgrades. I heard they were closed less time this year in January than in previous years because they had work they needed to get done.

If they missed 1 week in January for downtime (their Q2), then that means they missed a bit under 10% of time that they should have for Q3 since q3 should be a full 12 weeks. So simple math means they MIGHT do about $2 mill revs in Q3 if they're going full blast and the guys aren't worn out (last Q's $1.7 mill revs plus 10% for the extra week puts them just shy of $2 mill). However, I'm looking more for about what they had last Q (say about $1.8 mill revs) with a slight chance for upside. Had I not been disappointed in the last Q report, I'd probably be thinking closer to $2 mill revs+. In talking with management though, theyseem pretty gung ho about future prospects. I want to see more concrete proof of that in the earnings reports though before fully believing in them. Good luck, I bought most of my shares over $0.50. Maybe a weak hand or two will get pushed out in this selling to get you filled. It trades thin though.

Thirsty Tiger

06/14/07 12:55 AM

#28862 RE: timhyma #28859

Timhyma, I’m such a cheap ass, I can’t even PM you back from the PHGI board. Figure this would be a better place to be totally OT

But yes, from time to time, I just get sooooooo sick of these newbies, knowing nothing how the penny market work except all the boardlore on shorting and MM evilness. None of which is true of course. So, I just have to respond.

I don't post much anymore but it seems we are hanging out on many of the same boards. good or bad