Thursday, February 02, 2012 7:44:46 PM
I expect the approach used does more to limit those applying it than it does to limit SRSR.
The most obvious utility... may be more apparent in the element of deal making, that enables better pricing for SRSR than others might manage... given trust in the name is real, and appears it is reflected in pricing.
I wonder what the deal was on the two new leases added in October at the Porcupine ?
But, I don't think you should ever expect to see it's utility reflected in the charts in the short term... and more than you expect to see Teck trading on the basis of the Keevil name, rather than on the basis of what they accomplish.
I see Scott accomplishing a lot here... and my judgement is that the management have done a fine job of adding value.
From there, of course, we'll be forced back into the argument re the myth that the CEO's job is to manage others trading decisions, rather than the company.
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