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Strategies & Market Trends : Ride the Tiger with CD
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To: marcos who wrote (236301)9/19/2014 7:47:37 PM
From: ogi  Read Replies (1) of 313175
 
GLK has to be over just over 6 years now !! So many things, products ideas technologies loom for years before gaining the threshold that leads to success or industry change. Pretty sure my graphite industry knowledge is no better than yours. Given its myriad of uses and burgeoning demands of emerging technologies I do think it important we have a domestic industry and glad Tesla wants to see N.A supply rather than accept the continuing reliance on Chinese production. Don't like reliance and that seems to be the order of the day in world trade gutting domestic to rely on others. As you say mngmnt is always key and I think glk has now found its team and all we have to do is wait another 2 years :) Am pleased they have announced a drill program in conjunction with the 43-101 I think it will add an immediacy that only historical cannot generate.

FCV. Happy to sit tight, don't think financing that mine will be onerous, comparatively, and I think they have the wherewithal .Just the fact it has not been driven down speaks volumes. ( Same for PTG post last quarterlies, different sector of course but) . FCV also strikes me as more attractive odds for a preemptive take out than most of the jr. PM sector we play in.

Been eyeballin RDU a lot lately, put a call in to Simon but have not heard back and need to reach out again.

Owned the former DNA many years ago and have a bias against it. I would wait til they are running and actually meet production goals and risk losing if it gets taken out. As I say , bias but sometimes you have to let the gut speak.

Cheers
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