Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: gcrispin who wrote (38648)	7/30/2010 6:33:10 PM
From: Spekulatius	Read Replies (3) \| Respond to of 78728

re GFRE - i don't doubt that you made money on GFRE but taking into account the 1:4 reverse split the 2.2$ becomes 8.8$ which is just about where the stock is now. The question with all these capital raises is if they can outrun the effects of dilution. The way I see it, GFRE is becoming a rollup in bromide resources with little organic production growth (if any). As all rollups, they will have to do larger and larger acquisitions to keep growing which in many cases causes rollups to fail if they do a major mistake. FWIW I do like the large profit margins in the bromide business but I would prefer to see some organic growth as well with their existing assets. So far i am not seeing that, unless I am missing something.