This board ...Is starting to look like MHPs personal affirmation diary.
I requested a wakeupcall, nobody told me about the asset sale, this is good. NVA is still on the books, still no love, it's basically considered to be a reserve I think, a non liquid asset subject to the same market forces as the holding company.
POU is getting into the same category as a growing number of other players that are going to push out a nice 7-10 percent dividend, but Mr market is just not rewarding these companies. Strange days.
With multiple to choose from in the category, I think investors are going to be looking for the best upside torque as a differentiator, and I'm just not seeing these guys stack up.
Time to warm up the spreadsheet and look at production cost numbers again.