If that's true, then why is there so much interest in ZOLT? You don't see ASND, AMD, SEG (other tech stocks with situational problems right now) gathering all this interest. And those guys are monsters compared to tiny Zoltek. Remember, Zoltek in Business Week recently. And it's well known that a lot of people who live close to Zoltek in St.Louis got rich by speculating in ZOLT stock. My personal suspicion is that the vast majority of the investors have no clue whatsover about what carbon fiber is and where it's going. Which leads to poor judgements. It also tempts people to focus too much on the balance sheets, and they miss the key reason for being in this investment. Carbon fiber has a huge future, and being a price leader is key component of making the most of it. I will rely on others to scrutinize the books, constantly looking for creative accounting. But if you investigate the market, particularly with regards to air bags and aircraft brakes, you'll find that those types of customers don't like to deal with shaky firms. So if ZOLT is so shaky, how is it they've gathered this business?
More goofball images and a silly remark from David. What's that all about? "Happy investing"? Plus and minus signs? (get a life). And I think it was really unfair to pull that photo from your bio on Halloween! We were getting a lot of mileage out of that at the office. |
