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Gold/Mining/Energy : MP Systems Corp. (formerly Molycorp)
MCP 30,550-6.9%Nov 5 4:00 PM EST

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To: feedmindanaochildren who wrote (23)2/25/2013 10:07:05 PM
From: sense  Read Replies (1) of 111
 
Among the things that would leave you guessing about... is how good they are at timing the markets ? They're probably not as intent on finding the absolute bottom for picking up a couple thousand shares... as most traders who are looking for a trade off of a bottom will be ? With a 10 year outlook, and an insiders understanding of the risks ? Maybe that's not a bad risk... for them... still without meaning its one that will work for me ?

I don't have a problem seeing value here... and, for smaller holders, that's often more of a risk than a benefit.

I have a bigger problem with seeing how "sticky" that value is... only more when the debt risks aren't fully defined...

Big company... big debt... probably means inertia will impose a timing issue or two in turning this ship around...

So, for now... I'll keep being patient... while hoping for better resolution on what others motivations might be.

Otherwise, I'm not sure I'd see it as a benefit... that someone else who owns a lot of shares might have a separate use for and interest in the technology that MCP has to address in moving their business forward...

I think that's a focus item that's a critical part of the business...

I'm not at all convinced that MCP did a quality job in planning... given the issues you see in execution... and given comparisons that you might make with others... like EORBF... that overlap both in market interests and in the technology issues ?
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