GREY:WFEMF - Post by User
Comment by
mtlimpacton Aug 10, 2015 9:54am
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Post# 24002744
RE:Better If IMC stays in the picture, AII could go to $3 /$5.
RE:Better If IMC stays in the picture, AII could go to $3 /$5.Just went and looked at the annual report from PCP, they do not mention Tungsten anywhere and if you do a search on their website it come's out 0 result.
So not sure were you got your info ?
The only thing that I could see is that they use molybdenum so that could be an off-take for our own production, unless they change from Titanium alloy to a Tungsten one I don't see any advantage from this Buffet deal...
For full disclosure I am long Woulfe and Resinco
Always do your own DD