BDR beadell resources limited

what's going on?, page-23

  1. 2,820 Posts.
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    Checked with Comsec about volume -- it's at the bottom of the Quotes screen, but if I ever scrolled there, I never read the fine print -- Chi-X isn't included, but in the coming months it will be.

    The NST comparison is something to think about. Both management's are good. The current difference I believe is that NST are beginning to build an "empire" akin to BTO:TSX, while BDR is correctly focused on debt repayment.

    Strategically BDR's 2015 had better shift to a greater emphasis on clarifying/drilling Tropicana while measurably defining Tartaruga.

    I don't know if BDR management has the skill-set of BTO:TSX, or NST. Execution risk on new acquisitions sets a high bar. The background of NST's people, especially the eight(?) with direct ABX:TSX experience is rare as rhenium and bodes very well.

    Notably, shorts in both are up, GRRRrrrrr.....

    OV
 
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