GREY:ARGEF - Post by User
Comment by
LANNY9on May 20, 2010 12:44pm
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Post# 17118501
RE: Still don't get it....
RE: Still don't get it....I think you are correct in assuming that the metallurgy does not work out yet. They had a team that developed the process that looked like it was going to work and then they just went their separate ways? I mean how could the management let this happen? If the process showed signs of working I think you owe it to the shareholders to see it through, even if it costs more. Why switch up companies when the people who developed the process are the ones who know the most about it and would be of great benefit to move this process to completion?
I also wouldn't get too lit up about the titanium, this is a tightly run market and to penetrate it means that you may be "dumping" onto the market. But at the same time, if a major sees you dumping onto the market, they may make a move to take you out so that they can continue to control the market and keep the balance in their favour?