regarding my value, i am obviously basing some aspects of its end of the year value on speculative grounds and after trying to ascertain a model for how to appreciate its true imbedded value.
- speculation of coal industry regulation, prices, assimilation of new technologies with old an the teething issues, global demand and the potential for ESI to expand laterally (product range etc), market share and capacity may not be materialised by Christmas, but we would have an extremely detailed insight into its embedded value after we see contract arragements (prices etc) - and on that note i dont even know how long it would take for any of this to be introduced into our day to day direction...blah blah blah
I cant really comment on it all in one hit.
That should do for now,
Cheers,
Lautrec
ESI Price at posting:
5.0¢ Sentiment: None Disclosure: Held
