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Re: DewDiligence post# 2866

Tuesday, 06/14/2011 6:59:53 PM

Tuesday, June 14, 2011 6:59:53 PM

Post# of 29488
Agreeing that the production can be broken down into manageable segments, customer universe must be fragmented. Anyway, they are getting bought recently, so they must be doing something right.

I have holes in that segment of my portfolio - got stopped out of POT for instance - and I should probably work on repairing those lacunae before opening up new frontiers.
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