BW, nice analysis, as usual. All of the frustration and conspiracy analysis amuses me based upon where ASPN has come from in the last 2 years. Cohan has earned my trust, although admitedly I have sold shares along the way to great advantage. I certainly can't blame him for a need to diversify. I do think his ability to grow is limited with the small staff in the long run, but I would expect ASPN would be a nice takeover target at some point along the way. Regardless, ASPN looks like a good investment going forward as long as the high rate of success continues and ASPN demonstrates an increase in reserves. I am surprised at the fall based upon the great recent news, but the market is not always logical.
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