SI
SI
discoversearch

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 : Trailmobile Canada TMX (formerly MII) -- Ignore unavailable to you. Want to Upgrade?


To: JOE TURMAINE who wrote (315)5/7/1999 3:59:00 PM
From: Confluence  Read Replies (1) | Respond to of 406
 
Hello Joe,

I guess that I don't understand this situation very well.

Why is it surprising that after the balance sheet gets cleaned up, the assorted write-downs taken, the name changed into stronger franchise, etc., that investors might feel that there is some potential to unlock value?

What if Trailmobile was waiting for just this opportunity to fix up Mond, and help improve their new equity stake?

Any comments would be appreciated.

Regards,

Confluence