Dynamic Materials Corp (BOOM)

jimspompom (< 20) Submitted: 4/18/08 7:59 PM : Start Price: $45.82 BOOM Score: 26.76

Rising costs of exotic metals for there corrosion surface and steel for their strength component (backing steel) will force a number of project cancellations over the next six months. Also, rising energy costs will tend to do the same. I think that this is a good company (only real player in the market), but they will lose business to the clad roll bonders, whose costs are far lower for vessel shells, scrubber plants and the like. Laser fabricated transition joints will also begin to cut into thia portion of their business in the coming years. Also not in their favor - long lead times for raw materials. Bussines booked after July may not be able to ship until next year. Hey, but that's just my opinion!

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