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Re: math magic man post# 40486

Thursday, 05/26/2011 5:50:46 PM

Thursday, May 26, 2011 5:50:46 PM

Post# of 102667
As you know, management is a dynamic process. Change is the norm. Conversion of natural resources has been a dull subject except for oil and certainly not on the tip of everyone's tongue. It's been a tech world hasn't it? The steel industry died in America and is on life support. Only recently have I taken the depletion of and utilization of natural resources seriously. Turns out that all commodities are becoming scarce. Even fresh water. Gold has always been a scarce commodity, it has simply been undervalued. I know there is someone out there who has a magic mathematical formula who can peg the value of commodities relative to one another and the world wide economy and what the future values are likely to be, but they are not telling you and I about it. We have to figure it out for ourselves. From a philosophical point of view, mentally bridging the gap between the actual process of finding and converting resources and the digital representation of that process is, I believe, a necessary step in understanding when and where to invest in the companies that operate in this space. I have been working on figuring this out but I know I am no where near conquering this subject. You and the members of this board's work and contributions are an important component toward improving closing the gap. DGRI has proven to be a very good place to sharpen our skills as an investor and confirm our instincts that even though there is a lot of noise in the system the band keeps playing and the tune sounds better and better all the time.

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