epm.wts, A vs. B - good thinking in points 2 and 3 here, koan, can't agree with 1 though, think an extra year would never be worthless to me, it will certainly be worth a lot more in may of 2010 ... but at the moment the A ask is a penny below the B ask, this makes little sense imho ... i ended up with mostly Bs because they were a lot cheaper then, both were out of the money anyway, and the As much more followed, people forgot the Bs and they got punched down into weak bids, Bs were cheaper by a dime or more, you could get seven Bs for the price of four As at one point i recall ... situation is quite different now that Bs have been discovered, it might revert back of course, but i kind of doubt it would to any degree because the common is pretty strong ... anyway, today if i was entering epm i think i'd go for some common with half the cash and wt.As with the rest, the low .60s being a bargoon there imho ... soon as the Bs are a nickel or more cheaper again, bingo they're the one
gqc.v - heh heh ... hope this isn't leakage, because that reflects poorly on company competence and/or honour, think it might just be speculation based on results being expected, also on the same old basic fact that hitting at Las Animas was gravy in the first place, as the most significant properties are being JVed by Gold Fields, and we have news from them coming sooner or later
cuu.v - sold the ones i bought yesterday, and a few more, it just wasn't as strong this morning as i would have liked to see
lwc.v - Leeward sold off even more today, don't think that rational at all ... news out, Davis hires new CEO for promo/financing, positive move imho for a geo to team up with a money-man |
