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littlefish

06/14/07 9:30 PM

#28878 RE: timhyma #28874

timhyma- LOL, I called and asked the wrong question to the CEO I guess. I asked about pricing of Arcoplate and he was not happy. Apparently that's a protected domain so after that I basically said sorry and didn't ask anything else (he was pretty terse). At any rate, I had called previously and they mentioned being down a shorter time than normal this year so I'm gonna guess maybe 1 week. No idea if that's accurate, but I think in the past they were down for a couple weeks or so.

The marigns came under pressure last Q (main reason I was asking about pricing) and they use chromium and steel whose prices have gone up quite a bit lately. With the sound of how busy they seem to be and their ability to only pump out what looks to be about $2 mill revs Qs, I'm guessing they should be able to pass on some cost increases to customers but who knows.

They do have solid organic top line growth. Hopefully the bottom line will shine once again this next Q but we have to wait until August I think to get the Q report so there should be some chances to build a position I would think unless some kind of news comes out (unlikely IMO considering they rarely PR anything, but it is possible). Good luck.