Jake T

Aldila: Trading Below Par Value?

I've been looking at this company as well and I agree with most of your analysis (especially using a 10 year relevant range due to lumpy earnings). My take is that just based on the balance sheet figures, it has the makings of a decent value play (even a net-net if you use Marty Whitman's more liberal definition of current assets). The "going concern" of earnings power and the Voodoo line I see as a nice potential upside that I'm getting a free swing at with the current price.
Disclosure: I don't currently own any shares of ALDA.
Keep up the good work!
~Jake