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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: willcan who wrote (1330)	2/15/2003 4:58:50 AM
From: Crossy	Read Replies (1) \| Respond to of 23958

Willcan, back you up on ALU wrt. FA & TA combined. Their quarterly satement is now available on the SEC Edgar system as well. They just prooved they are able to continue operations without too much impact and still remain profitable. The real nice thing was a hidden clue in the Q&A session of the CC. CFO stated that the revenues they can engage in their distribution side is essentially a function of their borrowing base. Now you should know that in the past their lenders counted 60% of inventory valued as borrowing base. Well, when the claim gets paid, it would unlock the other 40%. This could mean that further expansion beyond past targets could be in shore once the claim is paid. Not a bad objective ahead.. best rgrds CROSSY