ntr.v - got a full speckie position of that, largest in Yukon by current value [the largest by cost, tak.v, being under tankorama at this point, aargh] ... at this level i just shrug, in the scenario where ntr doesn't move well this season it'll go into the next-year class of mental sort ... same as tak.v i guess, if it doesn't do better than a double from here ... still there's lots of season left, results can take two months now they say
ort.a - filled the tiny gap from yesterday morn ... maybe the TSX listing will make a difference, but it seems like it should be about their costs per tonne, whether the whole process can be scaled up in economic fashion ... no way for punters to really get a handle on that, even with a scientific background, looks to me like they certainly have a chance at significant margin below standard costs, bwtfdik ... management appears convinced they'll bring costs in real nice, but then they would, wouldn't they ... so, yeah it remains a speckie, needs 'risk on' attitude yes
... haven't checked orders for fills yet, or many quotes ... hmm, let's see ... |
