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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Ed Ajootian who wrote (20821)3/25/2003 7:58:53 PM
From: Raymond Duray  Read Replies (1) | Respond to of 206131
 
Hi Ed,

Thanks for the link. :)

Considering the exchange rate, the bare bones "production cost" would seem to be around the USD 6.00 that was mentioned.

Lets add feedstock cost, financing cost, environmental remediation cost, calculation of API fraction discounts, transportation costs and things look different.

Somehow, my impression of the slide show and verbal presentation by the stock promoter, er, production company, reminds me a whole lot of the "rosy scenarios" I used to read about telecommunication infrastructure companies. Long on optimism, short on facts. :)

I'll wait for the third party research before reaching a conclusion.....

Cheerio!



To: Ed Ajootian who wrote (20821)3/25/2003 9:54:56 PM
From: Bearcatbob  Read Replies (1) | Respond to of 206131
 
Ed - the key is the interest cost. These things should not be judged on operating costs alone. When I worked in this industry the cost of capital was the absolute killer.

Bob


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