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Tuesday, December 05, 2006 8:06:38 AM
JMHO,, I believe these numbers are a little more than LOW... However,, with them getting back started here in the US,, I'm looking at about 4-5M this quarter. Now I'm just guessing these numbers, but the way I'm figurering this one is that this second shipment the Majority(70% verifiable in PR) of the stones are 1-3 carats.. I would venture to say the rest are probably are in the 5-8 carat range and UP.. The resaon for this is due to the fact the reputaion of where these diamonds are coming from. Those that are dealing with diamonds in the diamond district now ,, I would ventre to say, the sources could be the same, but the quality is much Lower than what GBDX is getting,, those putting the possible 30% of larger stones value MUCH Higher.
IF GBDX keeps kicking butt out there and moves the way a few of us thinks it going to,, I'm going to put out JMHO to an Anual figure of somewhere around 35-50M the First year. Dealing with what we have and the quality of what I believe is passing through, those numbers are VERY realistic.,JMHO.
Life's journey is not to arrive at the grave
safely in a well-preserved body,
but rather to skid in sideways,
totally worn-out, shouting,
'Holy shit! What a ride!'
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