Post by
ekim on Feb 02, 2015 5:46pm
Kaiser confusion
I think there has been some confusion on a couple posts here.
There was publically available video from Cambridge Presentation and associated downloadable presentation file from his site.
On the internal side, he also wrote an article to Kaiser subscribers. I believe Northmark has made a couple of references to it. Northmark must be a subscriber.
Either way...this is the article link that Northmark is referring to:
https://www.kaiserbottomfish.com/s/Excerpt.asp?ReportID=692504
Unfortunately, for most of us, who don't pony up the $$'s to Kaiser, we must wait until Feb. 26th before that article works for all of us.
Keep that link in mind.
LONG...PGD
EKIM
Comment by
racer-x on Feb 03, 2015 11:24am
10 bag after on top of 5 bag way I can read it takes it to $1.5b npv but not this year.
Comment by
Fivecarat on Feb 03, 2015 1:47pm
Mike, definitely a lot of potential with play, just need some exploration certainties that have been projected here and there and we will be happy to know we were right after all, but will be able to revel in that conclusion! is the worry right now. When do you think we can put that somewhat to bed, if ever? Referring to privatization. Thx
Comment by
northmark on Feb 02, 2015 9:02pm
Correct Ekim that is the article I was referring to.