Hi John, here's something on CVR from Stockman. I'm holding and waiting like everyone. Hopefully management will get the word out!
Good luck!
e: CVR Discussion between two analyst....LS
>J.
>
>it amazes me that this company is not only on verge of making a big
>deal,,, but also of making money from production....and yet the stock
>is in the basement. Incredible. I suspect that announcement of a deal
>with teck would cause a quick double at a minimum. ... G
>
G,
They're expecting a huge move. Their main problem is that they don't
put out enough news. Or lets say updates perhaps. And because of
that, their following isn't as large as it should be. On the flip
side, that is good for us because I personally plan on pickihng
up some more shares - and would rather pick them up at this level.
If Teck closes a deal with them, be advised they ALWAYS play the
market as well, this will be double digits in a heartbeat.
Their scandium property alone will make this whole company. 800,000
proven oz (not incl. the nichol) with a minimum value of $250/oz but
selling for up to 850/oz. Tecks geologist thinks that they have
around 4 million oz. If they do have 4 million oz, worst case
scenerio = 1 billion $ asset minus excavation costs.
It'll come....J
reply: Note, those of you in CVR may be interested in the preceding.
Many notes that come across my screen are in this fashion. These are
the most interesting, even though they are not to me, cause in most
cases they get down to the detail where the value really is...hope
you enjoyed it. If I don't get too much negative feed back, I'll
do this more often.....LS |
