... "far from equilibrium" theory, an explosive situation.
yes & no
Just two simple points, if i may please.
Lets do as you have done in regards to supply & demand parameters, in that for some it is clear that manipulation has joined the equation at many places, some have been there forever and new additions have arrived in the last 5-10-20 years.
Identifying those factors that affect all mining companies like the easy to mine reserves have been "hit on" too much in this long low gold price market sets up a double negative if the price of gold remains at this or a lower level in that profits for the same amount of gold produced will be much lower to a possibility that a company today with a positive cash flow can be tomorrow in chapter 11/7. Other factors like derivative instruments and Central Banks with or without the influence of political folks and other Powers that Be do have their effect both small and large, visual and secret, but bottom line to this thread's purpose is that these gata like stuff is outside the management and dirt content of those silver & gold companies discussed here except in a very small almost undetected amount, and the question to hedge or not to hedge by a specific company can be noted in a Bob Johnson manner with just the numbers void of good & bad gata relative info.
I am now asking myself the same question you are asking yourself, in what the bell is dougak trying to say.
Guess i'm trying to prevent a doug ak aka gata v. gold_tutor war.
She posts here and as i mentioned in post # <less than 9> for this thread i suggested that gata not be drawn into onto this thread so that folks like ole49r etc would visit and stay and bring their colorful wide range of interests to both help us and entertain us and everyonce in a while make our eyes pop out and out mouths open wide.
Your good-bad-ugly approach might get a gata nut bug infection that is not air-borne, but thread-borne and dangerous.
... "far from equilibrium" theory, an explosive situation.
Yes, but since this represents lots of Push & Shove happenings with powerful people, both honest and corrupt in control of huge resources, any situation resulting from an explosive has as its destination a possibility not where the blast happens. Like a t.v. police story where the body was discovered not at the crime site, and the body might not have been involved in wrong doings etc etc.
See what happens when one like i that has no specifics to add to this thread, babble'ation........ d:o)ug |