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Author: SCdujour One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 43  
Subject: Knowledgeable about this industry? Date: 6/20/2008 2:09 PM
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Anyone like me, fan of looney toons and fan of small caps, has got to be looking for an excuse to buy in, as I am!

The financials seem reasonable for a cyclical, though presumably will worsen due to rising steel and fuel costs, etc. From what I've read, the company is optimistic about sales/revenues for the next couple years, but somewhat pessimistic about margins/profits.

What I have no knowledge about whatsoever is whether their blast-welding niche is a good moat, or whether they are fairly vulnerable to the emergence of competing technologies.

Anyone familiar with this niche enough to comment?

Thanks in advance,

SC
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