If you think about it lets say that order represents about 1.8 million in revenue. That means they probably produced (not sold) as much as physically possible last Q. Remember they have capacity limitations on mill 1 so they can produce it but if it isn't shipped its not like the revenue can be replaced on the income statement. I think it was improperly interpreted that they had a slow down in business when in fact they were operating at likely full capacity.
So I am translating this to mean they were at capacity for 2 consecutive quarters which means its likely they will be again especially with the large FMG order. I think this quarter will look artificially strong but what does a 6 to 7 million quarter do for the share price? I would have to say it moves it considerably from 1.80
Good discussion. Something to keep in mind is that the orders placed by FMG and the Malaysian company were not specifically spelled out to all be registered in the coming Q. They are orders, so I would think there is some time of the essence to it. But some of the order revs may slip outside this coming Q. Potentially anyhow IMO.
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