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Sensata Technologies Holding plc T.ST


Primary Symbol: ST

Sensata Technologies Holding plc is an industrial technology company that develops, manufactures, and sells sensors and sensor-rich solutions, electrical protection components and systems, and other products. The Company's segments include Performance Sensing and Sensing Solutions. The Performance Sensing segment serves the automotive and heavy vehicle and off-road (HVOR) industries through its development and manufacture of sensors, high-voltage solutions (electrical protection components), and other solutions. The Sensing Solutions segment serves the industrial and aerospace industries through development and manufacture of a portfolio of application specific sensor and electrical protection products used in a range of industrial markets, including the appliance, heating, ventilation, and air conditioning (HVAC), water management, operator controls, charging infrastructure, renewable energy generation, green hydrogen production, commercial aircraft, defense, and others.


NYSE:ST - Post by User

Post by Kapboyon Jan 17, 2013 10:47pm
206 Views
Post# 20854520

You could be very well correct .....

You could be very well correct .....

however Stonegate is not your typical junior resouce company with typical junior resouce type management.

 

(1) Management has a history of taking their prior projects to completion. They management style is to make themselvies money, not make money for other people by selling out early in the game. As a example I give TCM.

(2) A relativel short run up time until the mine is actually producing and selling a product...in the case of Stonegate less than two years. No processing of the rock phosphate is required at the mine site. Just dig it up and ship it up via an existing railway line. The find comes to the side of the mountain. All you have to do is dig it up!

(3) Financing to get the mine up and running is less than 130 Million. Peanuts in todays world. IRR is 47%. There should not be a struggle to obtain funds.

(4) The product they are producing, is about to become very scarce. Morocco produces 30% OF ROCK PHOSPHATE. The pollitical instability that is about to befall Morocco has been well documented. The price for phosphates in my opinion is about to rise. Remember, Stonegate is in the United States. American buyers of the rock phosphate can be assured of delivery. From Morocco.....

(5) Necessary infastructure for a mine is already in place i.e. roads, power, water and a trained work force are present. Again, no need to build an on site processing plant!!!

(6) Permitting is well underway. No local opposition to the project has been voiced. There is high unemployment in the area. Idaho is a mining friendly state. The mine is on state land not federal land. So permitting will not be as difficult or time consuming, as compared to federal land.

I will agree with you however, in the fact that, the share price of Stonegate will continue to rise.

Good luck to you, and thanks for your input

IMHO

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Kapboy

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