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Re: Larrybirdlegend post# 185169

Wednesday, 04/03/2019 12:16:26 AM

Wednesday, April 03, 2019 12:16:26 AM

Post# of 430372
Larrybird, the supply issue does not change for BO or for GIA strategy, unless you think BP will get into fishing/farming business (highly doubtful). Issue is the same, independent of strategy.

I vaguely remember Sonam comments but if I remember correctly, we were talking about $10b-$15b...I highly doubt she meant $33b a year demand. Sonam would know better.

Agree re JT comments...but he is not referring to $33b a year demand.

Can meet excess demand of what? $33b? You should email them. They won’t tell you all their secrets but they will provide you with a realistic idea on how to think about it...no need to completely guess.

You should always pay attention to insider transactions, especially if you think the company is worth 20x+ to where management is selling. Human greed is everywhere the same.
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