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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: jimsioi who wrote (15781)6/23/2004 6:06:29 PM
From: austrieconomist  Respond to of 110194
 
Russ can provide a more complete rationale but to me, the cash flow and earnings contributions from Aguablanca, beginning in just 2 months, have been completely ignored (and for no good reason) by the market. The contributions from the nickel component are massive at a time when no other nickel start-ups are due for quite some time. Aguablanca hit a sweet spot in its start-up.