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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?


To: 31Floors who wrote (198180)3/28/2011 1:29:18 AM
From: marcos  Read Replies (1) | Respond to of 314079
 
eug.to - you might compare notes on Corona with Eurogas, Dundee's gas infrastructure vehicle, it's same kind of thing except they do at least have a website, but there's zero promotion other than that, pretty clear they have no interest in shareprice improvement near-term, actually no indication they ever will, one just assumes it to be the eventual plan, but could be five years out for all we know

Both get the holding company discount of course, and both have extremely interesting assets, clear value situations ... somewhat murky in the case of eug as it's not possible to estimate well the net value of Castor, but definitely far more than current market cap ... doesn't matter, best the share has done this year is a brief round trip to nowhere ... yeah i'm looking at crg too but quite aware of the pitfalls of Dundee control ... great for long term buy and hold i guess eh