Kingboard has seemingly been left for dead - when Kingboard Laminates reported +55% revenue and +209% profit at noon on Monday, the stock barely reacted.
The author of our original Kingboard post was gifted the opportunity to size up his position by 40%, and is now up 15%:
That sort of dislocation is quite encouraging in my view, as it suggests hunting season is back on. His note on earnings is below.