RE:IPT fundamentals 2Management is smarter than you think. It is not management's fault that equity and commodity prices are crashing. Markets are in a turmoil and that could take some time. Ipt piled up 23 mill in WC and can weather the coming storm with ease. Also no much sense to increase production when silver price is going down.
In terms of strategy, I will be watching the ongoing carnage and will add more shares to my oversized IPT position.