You are probably right about promises kept, it sounds like you've kept close track of their formal statements. I didn't start reading their reports until I invested. I was only comfortable doing that because of the price at the time ($30). I didn't feel there was excessive risk at that price, and I have followed them in the St. Louis newspapers. I admit "shakey" wasn't the best word selection! I was concerned about the possible implication, which is apparently quite common, because Zsolt Rumy mentions it himself in today's article. I know that when people find out I'm in ZOLT, that's the first thing they mention. PLEASE stick around, we can definately use your background in materials (in addition to your analysis of the financials). I have some background in materials, but with an emphasis on alloys and fluoropolymers as opposed to composites.
Unfortunately, my investment isn't big enough to make me a fortune! I let my own concerns about management keep me from taking a bigger position. But I remain optimistic about ZOLT's future, and I think their path to becoming a major player has been fascinating. |
