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styl

03/15/13 4:25 PM

#6657 RE: db7 #6654


if china plays ball?

why would they play ball? whats changed?
,
why they should, i can make a list similar to yours

But why WOULD a criminal do that......a criminal "should" do this and do that..............but what a criminal is more likely to do what is based on his own criminal personality and not on your moral and intelligent analysis of what they SHOULD do.

when you play chess..analyze what your oponent is most likely to do.......not necessarily what you would do.........different strategies.....agressive...defensive......passive...etc.

china wants to grow it military might.thats a fact....their brainwashed masses support that idea of a growing chinese empire<as reclaiming lost historical rights <their maps> as patriotic.

downsideup

03/15/13 4:30 PM

#6658 RE: db7 #6654

I wish I were able to be more of an optimist on the time line...

I do think it should be easy enough to begin being more of an optimist about the share price in 2014... even only given a chance there will be a bit of evidence of progress occurring, that begins to show that there is a light at the end of the tunnel, and a predictable enough path that you can perhaps begin to expect to get there if they are able to keep the effort on the rails.

I suspect I'm probably mostly right on the time line issues as far as the project development effort itself...

I'm much less certain on the time line in terms of the market.

How the market chooses to risk the investment might change ?

Oddly, I think the more patient approach proves greater certainty and not less... which sets up a longer term market competition between different factors in the risks... certainly between time value of money and the outside risks in conflict.

I think its a lot easier to judge the probable "physical" time line elements than it is changing market perception of risk versus value... over time... as that sort of change occurs.

I'd not think that a win in arbitration that provides moral authority to back the FEP position... will hurt market perception. The practical significance of that... is likely to be different than the potential impact of market perception in share prices.

Me being optimistic ?