Twenty-five per cent loan value at TDW, when on venture with closing bid 3.00 or better ... so today's drop will lower my buy power tomorrow, because i have held some all the way through, dang, sold well past what it took to make them house-money shs, but it still bites watching paper profits evaporate, won't be able to diddle around with ngd quite the same, ckg.v pulled back a tad today too, it gets the same margin treatment
Buying the drop on Fulp's hatchet piece in june felt like a good idea, and turned out to be ... one thing that's different now, is that PMs plays are looking a lot more attractive than they were then, and of course they're my first and all-time love ... one thing that hasn't changed, is we don't have hard info on who exactly is going to buy this graphite, what they're going to use it for, or what precisely are they going to pay - Claude makes all the proper conservative points in this regard, it's still very speckie no question ... i'm inclined to like the thing, having made money on it to date, so i'll be bidding most likely, got two little ones in already, but pending further evidence i'll be staying within my can't-lose allocation parameters, keep it smallish
2.50 - the june run got in proper gear from that point, as well - and neatly doubled from there, hmm, fifty per cent is a fib number is it not |
