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Re: Antam post# 20831

Tuesday, 02/18/2014 5:59:52 PM

Tuesday, February 18, 2014 5:59:52 PM

Post# of 31664
Easy. Read between the lines.

1. What does SAGD need the most? $$$. New CEO is a money guy, Wall Street experience with some of the largest finance companies in the world. If he addresses the Asher concern right away, and I believe he will, SAGD shoots to the pennies right away. SAGD has really no debt (outside of friendly consultants who converted their claims to notes).

2. Youth - I have always been concerned with the age of SAGD management. Not to disrespect them, but in the industry, experience AND energy is needed. New CEO brings energy and Demotte brings experience.

3. No Prior Connection to SAGD - this speaks volumes. Means he has no prior self-interest to speak of with SAGD. I believe his compensations will likely be stock and performance based. This would be the only viable incentive that would make him come to SAGD.

Watch shorties come out tomorrow, either to bash or cover. IMHO

Good luck to all, especially shorties. You may need em soon.