why hasn’t alcoa just walked away from mhm?, page-73

Well said Slick !

The September quarterly will be a very important indicator

The new pricing will have taken effect , I assume the new filter will have been fully operational , and the opportunity to sell Al 80 to the new markets will have had more time to be evaluated .

At the current 16 million market cap what would be a Good , Expected, and Poor result to evaluate the performance

In my opinion I would judge the following as Sept Quarter results

I have gone back in time 2 years to assess the Sept 2011 Quarter as a barometer

Sales 2011 $1.029 m
Operating Result ($600 k )

Expected

Sales $1.3 m
Operational Result $300 k Profit


In my view 30 % either way from these numbers on revenues would determine a good ( 1.6 m ) or (< $1 m ) poor result .

Achieving anything but cash flow surplus in a fully operational quarter would even to the greatest optimist have to be viewed as poor , however if they can generate more than 400 k + cash flow for the quarter in the Sept quarter , in my view the stock should move up closer to the old option exercise price .

Just my opinion