I can't say I am surprised or disappointed by the results. It is decent and certainly the current earnings, coupled with mining expansion, and AYSI potential growth, make this a fantastic buy at this price. AYSI is also my largest position, but I really don't have any additional stock cash to invest and prefer to not become too concentrated either. I expect the last quarter to be very similar (~$5M sales) and it would be nice to see the rest of the year comparable to $6M+. I am satisfied with where AYSI is at today and look forward to the next 6 months.
Mat
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