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Photronics Inc. Message Board

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  • peter_norths_proctologist peter_norths_proctologist Mar 22, 2011 4:17 PM Flag

    Suppliers Impacted by Tsunami

    True. And I'm thinking if they can't cover the cost of tools without diluting shareholders to death (even though they have tons of cash), then this really isn't a very good investment from the common shareholder perspective. I'm already in this stock but will probably cut my losses. Especially with the Japan uncertainty. May not be worth the risk near-term. But worth watching.

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    • Pete, that Japan disruption sounds more like cover for a poor performance this qtr. That would explain why they did not pay off the debt as they had previously but opted to get additional cash on hand.
      I've followed this firm since the early 90's , I DO NOT TRUST THIS GROUP.

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