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Strategies & Market Trends : Ride the Tiger with CD

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LoneClone
From: 31Floors8/2/2025 5:14:49 PM
1 Recommendation   of 312695
 
The first part of this is a good explanation of the Mexico permitting misconceptions, if that still needs explaining. And if you care. When he starts getting into company specific details, I stopped reading; way too detailed, thanks.

excelsiorprosperity.substack.com

Reading through some of the CEO.CA posts on MAI, I see the generic description of water as a big issue. Normally yes, but Doug has told me in no uncertain terms water is not a problem. If he is being truthful about near 100% community support then that'll be confirmation. As it is, I'm relying on his honesty for both the water and community support, respectively.

Hoping for permits in 2H so it can do a RIO. Please.

Elsewhere, out of IPA, thanks much. It's reacted poorly after what I thought was a good year end report. Not plugged in and with a lot of companies it's better that way. Chart says look out for a gap fill at $1.30.
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