ggc.v vs. edr.to - yes, haven't checked your numbers but this is roughly the thinking i went through last summer ... basically, the more i looked at Endeavour the more i liked Genco ... edr does better promo, no doubt about that, and the GATA people have always had a thing for Canarc and Cooke et al, that doesn't hurt them ... edr started out with more money while ggc worked up Temas on more of a shoestring, comparatively, that's how Genco can have such a tight share structure now
We have no way of knowing now, how Temas and Guana will compare in ultimate returns, they're both large highly prospective mexican silver districts, both reasonable bets imho, who knows ... it's just that your ticket to ride costs a whole lot less with ggc and Liller, who did in fact build Gammon to a home run, while i'm not aware of any comparable performance from Cooke
This reasoning goes double for ktn.v, maybe triple or more, because of the people you get in the package plus even tighter share structure ... and i sure don't regret buying ggc/ktn/aun, check their charts since the deep of summer, they've done better than edr [remember we were buying ggc 1.50ish? ... well edr was 3.50ish then] |
