Good post mayhem.
I am going to put more money into cvn but it really is a matter of timing. The short term sp risk is doraldo.
Do you buy now and hope ps result comes in first and sell on good news and wait for doraldo result before buying back into manage risk? Buffalo news flow re jv partner is out of the picture for next quarter given CR... any sp gain for ps will be seriously eroded in the short-term if doaldo does not deliver umho.
Is a flow test planned for any or all of doraldo targets - not seen anything from cvn??
Interesting conundrum...
Adl
Good post mayhem. I am going to put more money into cvn but it...
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