Young-trader like your analysis. Would you consider KCN as a bidder? I have a large holding and spoke to the MD recently. They are selling down to Thai interests soon and will have 3-400 million to spend and are looking for a second mine. We discussed possibilities. A KCN /CRK marriage would suit me.
I notice you are in MSR. I also have a large holding and consider it another stock grossly undervalued and now that the political situation has stabilized it should appreciate. You rightly point to its relationship with PRU as its strength and credibility.
Bought some more CRK today. Can't believe it will last much longer.
CRK Price at posting:
43.9¢ Sentiment: Buy Disclosure: Held