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Author: Snowtown Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 360  
Subject: Re: Zoltek Reports Date: 5/7/2007 11:23 AM
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HA!

I just asked FOOLDOOM to start a board on ZOLT without even knowing there already is one.

Could swear I checked last year and did not find a ZOLT board.

Anyways..been in and out of ZOLT thru all of 2006 and have been building a new position in the last few weeks.

This last CC looks to me like the start of some consistent "execution" on Rumy's part. I am hopeful we have turned that corner.

Here is a snip from Notable Calls site..

RBC Capital is commenting Zoltek (NASDAQL:ZOLT) after the company reported F2Q07 results Friday morning.

Firm believes pending announcements could drive estimates higher, increase FY09 earnings leverage visibility, and narrow the current multiple discount to growth from investor concerns over execution. Given improved Q207 execution and increased comfort with company's unique position as the largest, and lowest-cost, incumbent producer for industrial-grade carbon fiber, which they expect to be supply contrained through at least 2010, firm sees shares
as attractive. They see Zoltek's market opportunity as similiar to silicon providers to the solar industry two years ago.

Firm anticipates a substantial contract extension with Vestas at ~2x+ the current 3-yr $80-100M. They also believe company will reveal textile-plant conversion plans for precursor at a plant in Mexico. Lastly, they expect follow-on contract orders from other new and existing wind turbine customers in 2007 and oil services companies in 2008.

Notablecalls: Zoltek is definately a unique stock in two ways: 1) it is a dominant player in fast-growing sector, providing carbon fiber for the wind

energy sector. The company is in quite the same position as MEMC Electronic (NYSE:WFR) is to the solar sector. 2) Unlike MEMC Zoltek is the only US-quoted pure-play of the wind energy sector.

Given all the gaga over the solar energy, one might wonder why wind energy has gone relatively unnoticed. Lack of high-profile quoted wind energy companies has probably been the reason, but that is rather unjustified. After all, it has proven to be profitable source of alternative energy. Look for wind energy to continue growing and Zoltek to be one of the beneficiaries l-t. S-t, it's tough to make a call here following big gap up on Friday. Ideally I would like to see a pull-back to low $30s - that's probably where the analyst community would come out with aggressive recommendations. Not sure if we get that kind of opportunity, though.

Good luck all

Snow
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