Category: Long positions

New position: NNLX.PK

I picked up a few shares of this company today, Nanologix (Pink Sheets: NNLX.PK). I alluded to this company in a post on the old blog back in December (“The limits of ‘buy what you know’”). As I mentioned in that post, a fellow AYSI shareholder (“Barry B”) brought this company to my attention. He [...]

As expected, record profits for AYSI

Alloy Steel International (OTC BB: AYSI.OB) filed its 10-Q today. Earnings for the quarter were ~8.7 cents. Prior to this, the company’s highest quarterly earnings were the 6.8 cents it reported in Q2 of 2008.
That today’s earnings would beat the previous record wasn’t a surprise after the company announced record revenue and pre-tax profits [...]

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