Zoltek Companies, Inc. (NASDAQ:ZOLT)
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An applied technology & advanced material company focusing on the commercialization of carbon fiber composites. The company develops & manufactures products for a diverse range of applications based upon carbon fibers' physical & chemical properties.
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With the looming expiration of the PTC (production tax credit) for in 2012 wind energy is set to have a significant falloff in the second half of next year. As a result, my expectaion is that Zolt will take a significant hit. However, given the 1st half of next year will be extremely busy for the wind industry, it may be a good buy for short term gain.