I agree completely, DVM...but like a previous poster, I just don't have any handle on what their competitive edge might be, or whether or not they can or are free to "undercut" any competition they might have, or what the margins are now.
And would they go "intl"...as in try to make a market in surrounding central or south amer. countries? Brazil for one is busting wide open in the mining sector with lots of new projects not that far away, along with Columbia, now, and Ecuador, and then northern Peru...to the north Guatemala, and some now in Nicaragua...even perhaps southern Mexico. But how difficult is it for "foreign" companies, such as PDI would be to them, to gain entry...at what cost...and with what profit margins? I just don't have any of the details to know that...anyone here that does?
For those reasons, I believe investors' rationale for buying should be focused on PTQ primarily...and leave PDI as frosting on the cake, ie, hoping you like the flavor, but knowing you can scrape it off if you don't and still enjoy the cake...
'-)
