I would sell MTLM now. It has gone from $15 to $40. I doubt a buyout would give much more of a premium, and with scrap prices as high as they are, I question whether or not they are sustainable.

On to the next find...looking at SDAY and WRP.....both mentioned in Barrons as having a third party company taking a stake (and the SDAY CEO said consolidation is likely in his market....).