RE:RE:BB / Shorts etcEddy,
Good point on the PhD, but I guess when you got it 40 years ago, you forget stuff... otherwise how the hell could DM possible try to justify some of the garbage in that report ? honestly buddy. It doesnt take a PhD to know grade 11 science basics.... I woulda thought even HE coulda got that stuff right, if not for appearances only...
Although given the authors of the Black Mamba and BB research use much of the same verbage and even some of the same quotes.... you would have at least thought he could have got his facts right with respect to PLI's deal on Pg....whereby he/they mistakenly quoted PLI as having licensed off 50% of the entirety of Pg... Yet ironicaly now acknowledging was only 50%.... only to discount the take back completely by citing other "changing facts" that have come to light. Very Rich...
I am all for a good argument. I truly do respect both sides of a trade.. I trade it both ways myself. I just hate the vitrous inflammatory BS.... and whether its concidence or not, a bunch of seemingly well informed market guys .... like yourself... showed up at the same time... around the time all this really got traction.... I give you guys credit, you were on the right side of this... and it surely went alot farther than I thought it would.
Thats what makes a market.... and I am siding with the guys that appear to have the pedigree, accreditation, and have clearly dont their homework. I challenge you to find a meaningfully erroneous fact in one of Doug Cooper ( Beacon ) or Alan Ridgways ( Scotia ) reports..... even with their sell side bias