Great job Management, page-101

Hi KL;

You have summed up an Imbalance in a nut shell and you are right it is not rocket science.

SYR is a Peer -
The market has got it wrong and oversold -
TON is Imbalanced in the Peer Group -
It comes down to the Leverage of our Capital and its protection from Risk -
It is best practice to own both but if you have to accumulate 1 buy the one that is going to give you the best return on your investment -
It is alright to disagree with FA and Peer Group Analysis but any attempt to ignore the Peer Group is irrational. It is one of the most important reasons to be looking at TON because it is a chance to buy low and sell high -


The Brigade went after me because I am like a Turtle. Fine I don't yet have a stake in this so maybe that disqualifies me in some minds even though that is not logical.

Now it is my Peer Group Analysis that is being attacked. I am grateful actually; my responses have not been as accurate as I hoped and my wordiness lacks, my debating skills are not good but I hope a whole new group of people will go to sources online and study the Fundamentals of Peer Group Analysis. IT provides meaningful numbers and a logical look at the company you are looking at.

Maybe next it will be my perspective about Structure?

At this STAGE for these small caps Structure is one of the few meaningful ways to calculate Value and separate companies.

What does everyone here think about TON's Structure?



Kind Regards

"The Rigor of our mind is only possible with patience, discipline and mastery of our expectations. Expectations not only make our hearts sick they also act like a brush-fire sweeping aside our better judgement and better lives. No matter how disciplined we are if our Expectations are not matched by what we can see and deduce then our Rigor is for naught and our mind becomes mired in lies. Rigor is the strength to temper our hopes with reality, no matter how painful." - Nasabear