Hi Mick re ASPN - Yes - the interview talks about the returns. It's come back from over 10, so I think it's a great buy here.
The only reason IMO that it has trailed other great microcaps such as FPP, which I also like, is that ASPN has not yet gone to the AMEX or Nasdaq. They say they are going to do that at some point. So a buying opp for many reasons.