RE: December tank - experience has taught me that if one doesn't look at all sides of the argument and with a skeptical eye, then one is just drinking the company Kool-Aid. While it might taste good, that is no way to make money in the PM markets.
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I still think it is prudent to wait and see what plan CRK has for becoming a 200K opy producer AND sustaining that level of production into 2014 and 2015. I didn't see any specifics in that regard in the retort.