production up, share price falling, page-6

Hi,
PSA look very interesting and on what has been written probably significantly undervalued. I notice you commented about a possible switch from PSA to ARQ. At a superficial level, PSA are still trading on a PE that is about 25% higher than ARQ's based on last year's earnings. ARQ is also going to have significantly increased earnings. However I would have to read up more on PSA to make a more detailed comparison.
Cheers,
SP.