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To: loantech who wrote (62424)12/1/2008 12:55:12 AM
From: marcos  Respond to of 78407
 
ric.to/wdo.to - haven't looked at them closely enough to make any sort of comparison, been a while since giving either the once-over actually ... from looking at them over a year ago, both seemed well-managed in the conservative style, one step at a time and never bite off more than they can chew ... neither is particularly adept at promotion or very interested in it for that matter, didn't seem to have much for friends down on Bay Street as they don't do a lot of business there ... which mattered then, may not now ... and they have histories of production too, not new startups or re-starts like several others we've followed

ng.to - still can't decide whether to nibble any here or not ... such huge capex needed to make their assets work, can't see them getting it anytime soon, only way it makes sense is in betting on a takeout, and there are so many other bargoons around now that it just hasn't appealed ... yet