where next, page-77

R15, my primary goal in following this one closely was to learn about speckie cycles and build an investment model I can use when I retire. If I have learnt anything it is that patience in speckies without personal research will loose you money more times than not, I have done that with others so I would see your comment as a big positive for you and that is why I always look forward to your insights.

FWIW we should all now have our own view of the Financials, we can judge the actual Dec results based on this view. We should also have our own view on the permits and possibilities (particularly the expired ones from last year). Coy is now a producer so the risk profile is different to what it was 1 or 2 years ago. There is still risk but it is has changed and atm we are in no man's land until the bigger picture can be seen by the broader market. For me I have a picture, it hasn't changed since I first bought the option's and my analysis was always focussed on the option exercise price in June and whether the prospects could support that value. Sinkhole put an end to that imo and probably set things back by at least 1 year.

My daughter has no patience, she's nagging me and wants to go back to the beach.
cya
GLTA