I'm not sure of the different ends of the spectram call. In what way, EXACTLY.
Different companies in different resources?
What do they have in common?
Both ran too hard too fast on speculation...
And the speculation continues...
For MAK it's that RP will stay high, just as the speculation was the BMN had great management and U would stay high.
Like U falling over, await the day in the next few months when RP suddely topples over.
I'm banking on it staying higher, but am prepared and hedging for worst case.
Everyone else should too IMO.
SDG
dow affecting mak, page-7
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