Replies to post #6525 on Petaquilla Minerals Ltd. (fka PTQMF)

[pilk111]

That is something I wanted to know too.

It seems that the feeling on this board is that PDI will get huge contracts if the projects get approved.

Is there any chance that other companies might get the contract instead of PDI or are we pretty sure we will get the work?

Also, lets say we get 3 billion worth of contracts, I was wondering how a company like PDI gets valuated in that case?

thank you

(sorry for my english too....I am also french canadian)

[DetVicMackey]

With gold rising at no end in sight, I would say PTQ for the next 5 years. Unless there is a mass exodus into Panama, PDI has a small market of some 3.4M people to develop projects for currently. It's also not so clear what competitors bring to the table which could capture the bulk of the market share. I'm no expert in the infrastructure sector but I know it takes a lot of time before companies in this area construct projects and gain credibility. I think the growth rate would be slower and the profits just marginal compared to PTQ even on a relative basis.

[Ricnat]

Vb, happy you asked... cause I'm totally in discordance with your expectations. Cap market will never be more than PTQ, I bet on that. Why...

Cause PDI will have big competition... on the other side, PTQ as none for now and beyond...

Also, Costs are more for PDI (gross margin smaller) than PTQ

Also. only 10% on Molejon field actuALLY.

If like you told me that the bigger market infrastructure on the market would become bigger than Barrick gold. With the expectations of gold... forget it right away.

Of course, it is my opinion. It worth yours and others.