SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Winter in the Great White North -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (2249)4/20/2002 6:44:30 PM
From: marcos  Read Replies (1) | Respond to of 8273
 
Yes, caught a whiff of that on your thread - #reply-17359288 ... and agree, together we are all better off ... also agree on promotional style, not good to get in trouble on that account, even if an exchange doesn't stomp on you such actions can sully your name among speculators, and then where are you ... seems to me like Salamandra should be a project that sells itself in a market like this in which eyes are coming back to the sector, and i don't completely understand the insipid level of interest in it

On market-cap variation between aas and ngt - partly explainable due to much more fresh ngt paper out there than that of aas .... but only partly, as aas-folk should clearly understand the fifty-fifty deal, if there is confidence in that deal then an arbitrage should appear between the two market caps ... so is the variation a sign of lack of confidence in that deal? ... or a sign of expectation of Millar doing other projects independent of ngt, perhaps ... or a sign of fear of Matter doing something independent of Millar, though that hardly seems likely with looming financing concerns over Salamandra alone

Personalities can really be a pain in the ass ... on a project once i had a partner from a previous deal, a third entered on the new one and the two of them got to fighting, couldn't stop ... man i was glad when we were done that, did the next one as me myself and i incorporated .... maybe Millar and Matter do not yet have the maturity to get it together for their own benefit and ours, and that may make both companies a sell, yes that is a distinct possibility .... when are the respective AGMs? - maybe the minority shareholders could get together and make a few dominant-monkey noises of our own

You should email both of them a link to your post here, along with replies to it, and a request for their thoughts on the matter ... it is an outstanding project and they are two outstanding people - we've known of Millar a long time but Matter, while not as famous, is not unknown in the financing end of things ... together they could be formidable, but if they can't grow up then it's see ya later boyz

Could either or both be replaced? ... what would Dick Hughes have to say on that, i wonder