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Re: narnia1000 post# 45071

Sunday, 08/05/2012 12:32:50 PM

Sunday, August 05, 2012 12:32:50 PM

Post# of 97615
I hope you have optimized your position in GTGP, or be executing right away, since IMO within the next month will be the start a dynamic, positive, and explosive sequence for GTGP. IMO it will be of paramount importance to have unwavering focus from this point forward on the "end game" or "big picture", as opposed to the weekly developments along the way. I'll delineate those quotes after providing my analysis leading to that conclusion.
Since the environmental industry boom years triggered by RCRA, TSCA, CERCLA, and Superfund about 35 years ago, there has been some industry consolidation over the last decade or so due to the processing/manufacturing companies (customers of the environmental companies) initiating strategic measures such as waste minimization, waste reduction, outsourcing abroad, reuse of spent materials, etc. Consequently, this has caused the larger companies such as WM, CLH, VE, ECOL, Philip Services, Heritage Env., Env, Quality, and Safety-Kleen among numerous others to expand their core business to incorporate other verticals mainly through the aquisition mode of growth. The core marketplace for them has become fiercely competitive driving down overall company margins. The ones that have succeeded over the past decade have been the ones listed above due to their realization of the need to expand beyond their core business through acquisition.
With that background explanation, I now revert back to my quotes above, both in translation meaning the ultimate acquisition of GTGP/GTHI by a larger company suitor like those above for the progressive growth they need outside their core marketplace. At least one on those companies has already started monitoring the company developments of GTGP.
In summary, my very strong advice is to keep your disciplined focus on the end game and ignore the interim temptation to take crumbs of profit, when you can have the whole cake. I wouldn't want to be the one saying "I should have bought or held at $2/share--look where it is now !!!