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


To: inversion who wrote (211887)2/27/2012 10:00:40 AM
From: 31Floors  Respond to of 313187
 
Thanks for the comment, inversion. As i posted earlier i have similar impressions about management for sure, but that is all i can offer. I met the guy once and I have known him less than two months! I also know what you mean about talc and industrial metals. I was similarly in the dark and from what little I have learnt doesn't get me scrambling looking for additional talc companies to buy!

In terms of those positive character attributes, I don't know how some who bought at $6 might say about him, lol! And let's remember that we can lose a lot of money buying into a co.that is run by someone who is earnest, intelligent and with good integrity. :( Conversely we can make a lot of money from a sleaze bag who is all about the BS. :)

Maybe the results will SUCK I really don't know. Maybe TTM will never get into production and will bite. Maybe this SH coverage does NOTHING. All I can say is that at these low prices and with such a diversified portfolio including those dilution mitigating royalties, well famous last words but I haven't spent a lot of time worrying about how much I can lose from here. Geeze I hate to admit that actually :(

The qualities of the co are evident from the website and the low float is nothing short of amazing. He's had almost 3 decades of opportunity to dilute the heck out if his company by bringing in a brokerage to raise money he didn't need. So I see him as being a stubborn SOB actually as well. Ok enough of the amateur psycho analysis.