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Re: caplillian post# 4901

Thursday, 12/10/2009 12:17:02 PM

Thursday, December 10, 2009 12:17:02 PM

Post# of 7895
Cap,

im not sure y 7c is needed to sustain stock
north of 220


We'll see. So far, the average of my little poll seems to be about 5.6 cents. I don't think anyone is going to care much about sequential revenue increases in Q4 though, given the weak comps.

I still think the biggest risk here is the macro picture with China, as I've mentioned in a few recent posts (e.g., this one: http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44133235 ). The more promising possibility WRT China is this, IMO: ( http://thehackensack.blogspot.com/2009/09/chinas-new-self-propelled-economy.html ).

Also, I disagree with you about the merits of Mongolia. I agree that it looks dead at this point, but I disagree that it was a bad idea. Mongolia is rich in natural resources and has a big need for new infrastructure. Plus (of course), it borders China.

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