ngt.v last at .34, aas.v last at .48 ... staying around the 3-to-4 ratio most days ... russ once opined that if/when the merger came it would likely take place at parity, i wonder about that [in addition to the if and the when] ... true that Alamos needs to do financings that should bring its shares out nearer those of National, but for the time being at least something is holding that ratio, the name brand recognition of Chester Millar perhaps, more a factor imho is current share structure and share holding comparisons .... i chose to trade into a small house-money keeper position on aas, already done, and put the main bet on ngt ... wonder how that'll pan out
Antony of Sherwood is very connected, he is also with rrl.v, a startup oilpatch Grad and Walker Redux pick of teevee's, from whom i first heard of swm ... Petrina and Walsh sort of come as honourary management as well, and i like the proportion of insider holdings, hgc/mae holding 10m shares, 10m warrants at .40 ..... i picked swm for Al's contest this week, thought since they start spring programme 'early in april' there would be interest, but too early again [a euphemism for 'wrong'] |
