LOL maybe Asian? Not stereotyping of course:) I love my wife a tremendous amount for many different reasons. Frugality at times (frugal for the right reasons) is one. But she also gives generously when it is needed.
As for nelson- I think my position in AYSI is just under half my total port but haven't sat down to calculate it real recently. I know, crazy. It is waaay (multiple times) bigger than any other position I have.
On a clarity note, I went back and was reading Daveinhackensack's post and the link to Alan's response and it seems pretty clear to me that the Accts Receivs buildup was probably in anticipation of the announced order by FMG and not in addition to it.
I think Alan used the word 'anticipation' in regards to the finished goods meaning the buildup was for something not yet guaranteed. But the FMG order was then announced about a week or two after the Q finish so my guess is the finished goods were in anticipation of that order.
I called another carbide overlay plate producer/supplier in the US today to see if they'd heard of Arcoplate and they had not heard of it.
Arcoplate still not a bigtime 'out there' it seems in North America. Not a surprise but it would be nice to talk to a competitor in the US that knows the product and not just Australia.
Good luck all. My hatches are battened down and I will wait her out.
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