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Gold/Mining/Energy : Global Platinum & Gold (GPGI)
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To: Ed Fishbaine who wrote (5663)4/9/1998 5:46:00 PM
From: Bernard Elbaum  Read Replies (1) of 14226
 
The main problem with GPGI that I perceive is skepticism about the managerial and technical ability of Jensen and his team. Even if they have made progress, there is suspicion that the progress has been on a hit or miss basis, and that no fully scientific understanding of the refining operation has been achieved. Such suspicion leads to skepticism about success before the cash runs out, even though it also suggests that they might get lucky soon and would probably get there eventually given sufficient financial, managerial, and technical resources. Any comment?
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