IDO.v, SUF.t ,...PGM plays,...waiting for a reversal of fundamentals in PGM industry, and reversal in chart of the price of the metals. Without long term contracts with floor prices, many wanna-be mines will not be profitable at current prices.
PLY.v,...in it with more than freebies now, but with current low Zn, Au, and Ag prices am only looking to trade it for small gains.
CMI.v,...it is only a matter of time before Bell expressvu gets a license for subscribers to broadcast over their satellite channels, eliminating the cmi advantage and making Momma Bell their direct competitor. Fixed wireless is a competitor for remote communities and may be cheaper, faster and more reliable. Very small niche left open, and I don't think the revenues would ever allow much profit in the long term, unless you were a space traveller from another world travelling through our solar system(gggggggggggggg). Of course they could come up with some new product, or maybe everyone will move to cabins in isolated areas to get away from it all, but still want hi-speed internet?? |
