More than just transport at faultI think they are realizing that the quartz is not an easy sell as they thought. Sure high oil prices does not help, but I feel that at this point BBS would be satisfied with small margins just to get the product moving. They have enough of it for at least the next half century. I beleive that the kaoline is the real story to this stock. I beleive that once we have all the necessary permits in hand to mine the kaoline, this stock will trade at multiples of today`s price.
Unfortunately penny stocks typically sell off when there are delays, however if you still beleive in the long term potential this presents a buying opp. I`m still amazed at how low some are willing to part with their stock.