yesterday, from sale of RKH, SQZ more in control of own destiny and better NAV/SP ratio.. drop is POO related IMO (theoretically should also be spot gas related, but the latter has been tracking POO so the gas factor isn't making much difference right now) .. the Erskine cash flow enough to fund the Columbus development, so all looking good.. GLA ..
Its a buying opportunity Lennie - for the bold !! Painful as it is, Vette was in far left field re timing even for Premier. Fundementals haven't changed re the main game thrust. Its doing a lot better than my FPM holding which is considerably more painful
... drift is because market can't be bothered to wait for post-Columbus developments ... but co has loads of back-burner assets and think the eventual Columbus cash flow can be usefully deployed toward building a substantial company, looking more like a Faroe (FPM) than a tiddler ... patience required to make real multi-bagging money .. gamblers can pile into something more immediate, I won't mention any names as I don't want to give offence (but these tend to be fully priced, IMO) ... GLA patient holders...
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