Hey Pat - thanks for the detailed update on BKT... I too have PEK and have held them for some time. Believe in the resource but I'm a little concerned about how it's been managed over the past 7 years or so. My main concern is the cash burn on salaries when nothing is happening.
From what I can see (in comparison) BKT are a little more prudent with their spending.
I still believe both companies will be successful - will just take longer than originally anticipated
BKT Price at posting:
2.0¢ Sentiment: Buy Disclosure: Held
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