I think that with the latest demand in steel and the downturn easing, companies are seeking/will seek ways of lowering costs. (Now that they know the future is not so grim)
AYSI is in a great position to take advantage of the upturn, and they have just started production on the second mill.
Mr. Kostecki has always been humble with statements and when he says he expects a large future demand for the product and they start the new mill (Stating they will only start the 2nd mill once there is required production capacity).
This gives me great confidence that the company will have significant increased earnings for Q4'09 and beyond.