RE:RE:RE:RE:RE:ascot feb 14 2014I could be wrong but a lot of those LNG sites are going to need marine transported agg right?
HBK is a long way off from competing in PLS markets. They need to get the port locations in the US to bring the agg in. In the long term, as long as they are efficient operators they should be able to compete in same markets. I look at HBK as the same type of company as PLS. That is why I bought it.
I would be buying more ABM or PLS than HBK in the short term. I like HBK and Victory Nickel in the long term.
PLS will run into supply issues in the next few years if sales keep increasing by 30% a year.