pdf on company best i've ever seen. MS 100 mill invesmtent takes away fraud risk.
Utilization rate in q3 was in high ninety percents and they've just completed a 53% increase in capacity.
Seems to me if the quartely eps run rate of 40 cents without the capacity increase, as net capcity is utilzilzed we will see a move towards 60 cent eps quarterly or 2.40. Will settle for 50 cents quarterly or $2 annualy we're talking a litttle over 2 times with morgan stanleys backstop of investment.
Still no hurry to buy as becasue these stoccks are ignored one can wait until earnings or another postitive catalyst appears and still buy at obsenely cheap multiples because any sort of stock movoement will be far understated.
-yearly guidnace ment q4 is expected to be less than q3, so will wiat till year end is announced before i add more.