ggc.v - they have lots of cash flow from current production, don't 'need' anything ... i just made up that possibility of a financing out of my head, haven't talked to anyone related on it, just wondering out loud about it ... and when you consider that the top four insider shareholders [McD being the fifth] have what, a quarter of the company or so, and presumably remain the same people they were before Liller, the non-dilution philosophy may well be retained ... who knows, i just find it an interesting speculation ... there is also the possibility of them tripping across an acquisition, like they've said they were keeping their eyes open for, anything could happen
You got me thinking there, as to why anybody would like any company, how to express that .... how about, it's the three Ps divided by the fourth - People Property Phinancing divided by Price .... what do you have to pay in exchange for what you get in hand .... Hommel [if you can get past the religion, LC, lol] has a sensible approach, he works out how many ounces of silver reserves you are buying by spending on shares the price of an ounce of silver today ... ggc came across in the top tier on that one, as i recall, and the majority of Temas remains unexplored ... but the big thing as always is People, that tells you what you want to own, and Price, i.e. the way price forms the line on the chart, tells you when to buy it ... that gap from last friday could be a message from the sky [no really, LC-g-], gaps just tend to fill, sooner than later, ceteris paribus
aru.v - i can make up any number i like -g- ... a thing is worth only what a buyer and seller can agree upon ... a guy said to me the other day, that machine is only worth ___ ... well i said it's worth more to me to keep it ... two days later he says, ok i'll pay what you want ... he should have bid half-way between the two figures because that's what i had in mind from the start ... but now it's proven, the machine was worth at that moment the price paid, q.e.d.
cmm.v - nicely strong here, more i look at Century the better i like it
Making a list for sedar studies on the weekend, rdv.v is fairly high on it chuck, wr.v ktn.v bza.to van.v alz.v complete the top six ... special attention to share structure and recent financings, paper coming free trading, stuff like that ... will be looking for new ideas as well ... cheers |
