I'm sitting on a bunch of DGP and it's the best way to play a direct move in POG. I just think the miners are soooooo undervalued here, thats why I like GDX so much.
Believe me if it wasn't for the SKF/UYG trade i'd be fuming about my miner positions.
You could be right on tomorrow's data. Dollar is at top of the range and unless the FED hikes Tuesday I think it's ready for a fall.
Whats the deal with Manny??????????
Nate, saw your ideas re QMNM and I can answer a few of those like the price they're getting which is $97 for every single ton that comes out of Pond Creek at a cost of $56/ton. We should be getting a monthly BK report in a couple weeks to see how much they processed in July and I hope by that time we get notice that they are at full production with the 2nd crew working which he said would be within 30 days.
They do have a P/R company and it supposedly costs $400/press release. I think it's Outcast Communications???? It's at the bottom of the past couple releases.
I'll try to tackle this more later on but trying to get all set for my 12 hour drive tomorrow morning.
2 comments:
Us knowing it and Eugene clearly stating it during an investor conference call are two totally different things. I wish he had been direct and clear.
The large investor groups had their confidence destroyed, and for them due diligence means telling their clients to get out of this one.
That's what I'm afraid of. Otherwise I'd be adding here too.
good luck on the trip, Joe. i appreciate you and Lat being the eyes and ears for the rest of us. it will definitely be very important to post all information (well, maybe the just the positive information) on any and all blogs/website/forums/chatrooms, etc pertaining to QMNM. facts need to be put out there, as does investor confidence. i agree with notnow that Eugene botched the call. having other investors remain confident, especially the big players, is necessary for our success as well.
good luck...
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