RE: Venman fled to ROKI presently have triple the position in MOL that I have in ROK. I was very impressed with how MOL moved this past year. It blew away ROK and I didn't expect that. The kind of money that was moving into the play was from serious institutional investors. Never discount the impact of the big boys and their attitude towards management. ROK has gotten little respect and with their multitude of delays I can now see why that was the case. Don't get me wrong I believe ROK is a good investment but I am putting more money into MOL because I believe it will double before ROK does. Time will tell
One more thing, MOL will produce Molly at very low cost for a very long time. They will be one of the heavyweights in the industry. ROK is always going to be a much smaller underground operation. Another positive for MOL.