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johnlw

01/09/08 11:41 AM

#1534 RE: KastelCo #1533

The way I am looking at it if ALM had bounced off $5 or so in this downdraft that chart would be cleaned up.
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johnlw

01/09/08 11:52 AM

#1536 RE: KastelCo #1533

Kastel
I am about ready to throw the towel in on these Chinese plays.
$15-15.5 seems impenetrable for HF.
All the new production is priced in?
Supply concerns?
Are you following them closely these days?