I really haven't had the time or energy to analyze the recent 10K report. Each quarter it seems as if the business categories are changed just enough to make it difficult to easily compare the data from one quater to another (year-to-year as well). We get more percentages and less absolute data; scales are up and margins are down; but don't worry, just wait another month, another quarter, another year and we'll all be rich. We're now learning that despite the millions of pounds of carbon fiber previously available, until the increased capacity in Texas, there wasn't enough fiber to allow potential users to evaluate new applications. (SURE!) Since I'm not a current owner, and there are much more exciting stocks to follow, I won't be following ZOLT as closely as I have been (I can hear the cheers already). Even though most of you know I think this stock is a loser and will fall to the low teens by September/October, I sincerely hope the stock goes on to new heights. I'm too curious/interested not to look in on ZOLT occasionaly, and am looking forward to reading informative posts.
regards and good luck |
