Category: Long positions

Updates and links for 9/3/10

The last time you got your ass kicked
The Last Psychiatrist has good taste in TV. Here he blogs about a recent episode of the F/X show Louie, “Bully”. Below is the trailer for the episode. Incidentally, in addition to being a sharp writer, the way TLP breaks up his posts with roman numerals is a [...]

Updates and thoughts for 9/2/10

Wine is terroir

I had the pleasure of meeting Arnold Waldstein Tuesday evening at his local watering hole, Terroir. Nice place; don’t let the current iteration of their website throw you off. It was the first time I’d seen a bar have Riesling on tap, but I ended up having some Greek red, the name of [...]

Answers from Alloy Steel

Below are shareholder questions and answers from Alloy Steel International. As I mentioned in the previous post, these questions and answers were edited and reviewed by the company, following our call.

Q: Can you offer independent verification of Arcoplate and Super Arcoplate’s superiority to other wear plates?
A: Many clients are reluctant to make testimonials. Third [...]

Updates for 8/30

The Alloy Steel International conference call
Alloy Steel CEO Gene Kostecki and CFO Barry Woodhouse were kind enough to spend the better part of an hour on the phone with me this evening. I transcribed their answers to the shareholder questions they addressed on the call, and agreed to send those questions and answers to them [...]

Alloy Steel call update II

New Alloy Steel CFO Barry Woodhouse called me Wednesday night, mainly to confirm our call rescheduled for next Monday night my time / next Tuesday morning Perth time, and to make sure he had the correct number. Barry also asked for an idea of the sort of shareholder questions I’d bring up in the call, [...]

Alloy Steel call update

I got an e-mail early this morning from new Alloy Steel International CFO Barry Woodhouse saying that CEO Gene Kostecki is traveling in Indonesia this week and would probably be unable to join the call if we held it as scheduled tonight, and asking if he (Woodhouse) should still call tonight in light of that. [...]

Questions for Alloy Steel’s CEO and new CFO

Alloy Steel CEO Gene Kostecki responded to my e-mail asking whether he’d consider filing an 8-K or holding a conference call to elaborate on the company’s most recent quarterly filing. Gene said he and his new CFO, Barry Woodhouse, would be willing to speak with me by phone. We’ve scheduled that call for 9pm Hackensack [...]

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Eminent securities attorney, irreverent Wall Street blogger, and proprietor of BrokeandBroker.com.

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