RE:RE:RE:RE:RE:RE:RE:PERFECT TIMING?JimNabors wrote: TXRogers wrote:
mrbubba wrote: Sorry for flying off the handle - if a company proceeds to "production", as you said, I'm just assuming they will be profitable. And, I'm saying with all the other properties we have we could be due for multiple runs up/down the notorious Lassonde Curve. Really, I'm sorry - I guess I've been expecting the naysaysers to come out of their holes .....
The title of this thread is very important. It's the timing that's most critical. The rising tide .
Because the Lassonde Curves only pertain to the profitable survivors. And they are a minority. They are timed events.
Novo made sure that they moved so that that the wind was at their back. The timing being the most critical component of an epic journey.
The mill was the Rosetta Stone. The premium paid today is the massive tidal discount of tomorrow. It's value masked in a fleeting window of opportunity.
The essence of TxMetrix Economix.
Tx
The mill will have been a good deal if bc is economic. If not then its an albatross. Time will tell.
Jim Bob
There is no "if not" scenario.
If the mill was not purchased , we may have lost the opportunity to confirm the economics in time.
That's the albatross that has been landed.
The mill purchase came with a 5 year bull market bonus premium .
That's essentially a key to the Economix.
Tx