Ann: Trading Halt, page-268

I was a shareholder of STX and sold before Christmas and bought more here.

I did not like:

- SN, absolutely no budgeting and financial restraint. He would announce more projects, spend money then do a CR. I understand the need to expand and take up opportunities, but he had no financial restraint at all and just did more CR,
- Project Haber may be a good thing, but huge capital requirements and there seemed never to be a plan for the capital needed.

TPD on the other hand has capital expenditure coming up, but I perceive covered by Waylering. Mongolia is another issue.

Will certainly be an interesting week.