hkipp, thanks for reiterating this. it's unfortunate how the allegiance of some, or (more aptly) their faith in basic DD, is driven entirely by short term price fluctuations. this is how people lose their shirts in the market: they buy a stock during a rally and believe in the story, e.g., thinking the ZTEM is at the core of our value, then all it takes is a few MMs shaking the tree during tax loss selling season, and all logic goes out the window.
suddenly, it's as if the ZTEM doesn't exist, and the JV with HDI is make believe. huh? we all saw the tape today. nearly 16.4M shares changed hands. talk about redistribution of wealth. if briscoe's recent meeting in china was #3 out of 5 total, which is reasonable for deals of this magnitude, then we might be only two meetings and one major PR away from our biggest rally ever.
obviously, this is a speculative play, and it always has been, but some things are going to remain constants until proven otherwise. i'm here for the ZTEM that attracted the attention of HDI. i'm here to see core samples coming out of the lab. imo that's a clearly defined investment thesis, and it won't change with the candles on a chart.
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