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.

Gold/Mining/Energy : Sarissa Resources, Inc. (SRSR) -- Ignore unavailable to you. Want to Upgrade?

To: Zilyunz who wrote (241)	1/5/2012 1:21:19 PM
From: ballier101	Read Replies (1) \| Respond to of 7627

zil, when you say your new catch phrase "It's all about the spin-outs," What do you mean by "it". Value creation? Company's measured opinion? 2012? Everything under the sun?

To: Zilyunz who wrote (241)	1/5/2012 1:50:48 PM
From: Harmonic	Respond to of 7627

Excellent points. Thank you.

To: Zilyunz who wrote (241)	1/5/2012 3:06:09 PM
From: sense	Respond to of 7627

Yours makes the point that the generic "exploration issues" are what that "chart" is all about... when the corporate reality for SRSR (and others) is that things in the market other than the status of the exploration effort often matter just as much or more... The one chart posted before hinted at one aspect of that... by showing an addition in the form of a dashed line to a "buyout" occurring at the initial peak following announcement of the extent of a major discovery... Of course, there are many other similar things that might occur that would tend to drive deviations from that generic representation of performance based on a "stand alone" focused only on "exploration issues." So, in addition to a chart showing what happens in the case of a buyout, you could also create a similar chart showing how things do tend to work, generically, in those companies that succeed in transitioning from being widely under appreciated pinkies, to being well regarded issues listed on major exchanges... You could create a similar chart showing how private companies will tend to perform as they transition from being privately held issues or internally held subsidiaries, that are being supported and matured through investments that are made though private placements or through the sponsorship of their corporate parents... to being stand alone entities in their own right, that are being launched into public markets as stand alone issues, through spin outs and IPO events... SRSR clearly requires something of a synthesis between the purely "geology focused" analysis of patterns that apply generically in exploration, and the more organizationally focused efforts in development...