RE: RE: RE: Clueless retailers?The compounding factor you mention is very important.
While Silver Wheaton's model is good Dacha's model is even better. Silver Wheaton is tied to one commodity. Dacha is not. All REE's are not equal. Dealing in a basket of REEs gives Dacha the advantage of altering its mix of REE holdings in response to market conditions. This will enable Dacha to maintain its margin levels and reduce volitility on its margins.
Also, having a large inventory will give Dacha distribution and client response advantages.