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Thursday, 02/04/2010 11:13:00 AM

Thursday, February 04, 2010 11:13:00 AM

Post# of 24889
Lumber Futures - for now up.

Gold unwind and Dollar unwind on the carry trade. Will this make "intra-US" commodities more expensive?

Are we going to come in tomorrow morning and the bid will be $15.00 per share by someone. Wonderful news if that is the case.

I still assume that Assuming Prem Watsa (Fairfax) is going to convert his 300 million bond to shares, based on the filings to the SEC. But, if NOL's are spread out to Abi and Bow, how do you allocate his converted shares.

Given today's lumber futures -- I can tell you that Abi's lumber assets are worth way more than 7 million dollars.

No doubt, the s/p is being held down by someone. I predict a major investigation soon on the share trading of this company.
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