re: a superstar in the making

(ITE) it&e.

Hi AA,


What bit did you find a tad worthwhile and/or helpful ..... specifically...??

Another way of phrasing what I have been trying to say is like in this little story ... which goes like this:

...... Imagine that Qantas suddenly announced ....that they had decided to buy a whole new fleet..... of New Wonderful superior technology Supersonic Jets-- from a brand new ... and hitherto-- unknown company from South America--in Peru-- and .... the company ....was named: "Pub Planes".....

And so, people then, begin to ask .... Why did Qantas buy the new supersonic jets, not ....from the traditional suppliers of Airbus Industrie, Lockheed or Boeing...? Instead; they surprised everyone-- and chose the small relatively unknown Peruvian company called: Pub Planes Inc. ...

The answer why Qantas went with PUB Planes-- is .... Because they were cheaper to run, more robust, much quieter and more comfortable, and .... here was the Big Clincher..... Pub Planes are .....Three times as fast.....yep 3 times as fast..... much faster than anything Boeing, Airbus or Lockheed .... currently manufacture or sell ...... or have even as yet designed ....

. So what to do...???

Nothing.... why...??

....Because ... only ....Qantas ...at this stage-- have bought Pub Planes....

Better not therefore; buy the..... Pub Planes Shares ....yet....and besides.... how will Pub Planes; possibly keep up.... with all the extra work and maintenance contracts ??-- with all the new New Contract wins-- to firms like Qantas...?....

What a Bummer... They (Pub Planes)-- would have been much better off.... in not putting the strain & stretch-- on .... Internal Resources....

Much better ff when it boils down to it; if they had never have sold at such so many Planes to Qantas, and at such a a Good Profit margin --what an upstart is pub planes....

Selling those Planes to Qantas--in the first place... ... geeee....Bad move..... selling those Pub Planes...

hmmmm.... Avoid this stock at all costs...

Yeahhh, I agree....I think.... .... So, better hang back..then....

. .... But wait, what is that I think I dimly see on the distant horizon....??

Is it ... a Bird ...??

Is it a plane... ???—

No it's .... Richard Branson... and what is this.. ...??


Oh no, no, no, no.... , Virgin Atlantic and Virgin Blue..... have also now put in two (2) new fresh sets of Contractural orders; for a whole new fleet of..... 2 sets of the PUB Planes....

And Virgin, by so doing, have changed their fleet of planes ....from Boeing 737's to..... the--- Amazor Romarque Model Range of ..... Pub Planes -- and indeed they have gone to the top of the class with the best of the Tier One ....new models.... ...

So what does all this MEAN then ...??

Dunno,.... but .... ....Robbo reckons ....we ought to start to look.... at .... errrr.....maybe ... considering to buy ....Pub Planes... shares...

What a ...loser.. ... is that Robbo !! .....


But Robbo, reckons ... that order with Virgin Atlantic and Virgin Blue Airlines-- is good and firm-- ....

Branson even had Corrigan and Godfrey... co -sign as Directors-- and they said they loved the extra three times greater Pub Planes-- Speed & Efficiency-- ....and Pub Planes—has much better operational efficiencies..

Virgin said so, in a Public -- Press Statement—that Richard Branson released ... with a Virgin Blue bikini babe-- from a Hot Air Balloon........

Yeah ;-- but Robbo-- has forgotten the most important point.... Yes, sure.....

Agreed, the Pub Planes Copntacts are firm Rock Solid concrete Orders. ..

And, also Agreed the clients are Blue Chip....

And do Agree ... they are Global AAA Credit high quality-- clients.. ...

And, furthermore, Agreed they beat the opposition in a Fair open Market-Place for the orders — no favoritism-- for the Business-- ... fair and square...


But all that is irrelevant..... totally not worth a crownie...

... Why is that...??

... Why...?

Coz, it is obvious-- we cannot book -- ALL-- the Earnings .....even though they have signed, coz the accounting rules say we can only book the earnings when the Pub Planes ....have flown twelve trips from Sydney—and over the Pacific Ocean-- back to the AIM exchange in London .... and then back again --at least-- 12 times-- ....and that means—we will just miss the cut off Reporting Season date..... so sorry--- no cigar....

.... Stock in Pub Planes has not got a chance then...... must be stuffed then...

So, what do I do next--???-

Easy answer-- I am buying some more Deep Yellow shares as a consequence-- .....first thing in the morning.....

..whew.... geeee.... glad I did not get Pub Planes stock... ... then... Geeeee .....yeah.....Good idea...Robbo....

Yeah, Pub Planes stocks is not worth a cracker...... well, I going the safer route.... I am going to go ....for a Dead Cat Bounce .... on GSE....and then do some shorts on GDN --- instead... ......

And they reckon ....we ought to be on the prowl ....for the Next Hot .... Bio Tech...

Heh – Wait a minute....

Who ??-- -- What ....??--

-- Who is that guy in the Arabian Turban.... what is he doing in the new Pub Planes cabin .... of the brand new Demo Pub Plane; our brand new Mazer Romarque Model ....of the Test flight Pub Plane...?...

- Is he sitting up .... in the Tier One position...?? -- .... yep— he is too....

Geeee.... Is that Sheik Halelay --??-- the guy who does not now..... want to call .... Australia home...??

.... Nahhh ...... that's the other sheik-- the one with the Cheque Book full of : $$ -- Arab Petro --$$$--- Dollars.... from... Air Arab-Emirates-- and he has---- co signed with a Peter Lynch Venture Capital Guy ....and he has .... gone and Ten Bagged...--- the next Ten-- 10.... Mazer Romarque Model Pub Planes..... but.... there is now a terrible snag.....

A snag...?

What is the snag...??

The sheik; wants the plane’s noses.... covered with a specially designed Super Size Veil-- and to face towards Mecca ....every night --- before sundown....

Can we configure the Pub Planes to do those sort of specialized enablement’s ... ??


Boeing.... cannot even do that...

Yep we can..... not a problem maate.... the only issue is that we cannot as a result of the consequent production time Delays-- in The Arabian Special Order-- book the earnings .....for the Sheiks new planes.... for Arab Emirates-- before Holy Ramidan-- which again.... will miss the cut off for the half Financial Year....

.... So don't tell me-- ... yet again -- Pub Planes... stock's .... is still stuffed .... right...??....

You got it.... Robbo-- stocks in pub Planes is still stuffed .... ..

As I say, the smart money is definitely remaining on..... Deep Yellow..... more certain future earnings they reckon....

And its a steal, a total-- snatch ...at a market cap.... of only $450 millions...... they reckon it will double inside a month....

....Besides ....you would not buy Pub Planes... the in-crowd are not yet even on board—

.....And it is really... too cheap-- and how can they possibly service all the extra work...from all the new orders, coming from the Blue Chip Global Airlines... ?? ....

The extra work because of all of the new Profitable Sales Contracts is the real negative .....according to some professional analysts..

....Figures Heh....

Yeah, they have really cooked their goose now, especially with the company having to scale up , grow and expand.... big negative-- ....coz of the new profitable contracts... should never have introduced the Mazer Romarque Model to Pub Planes.....—too popular too mcuh Damand by all the good Global airlines...

Heh,just as an aside... btw, Pub Planes directors .... reckon they will have .... 21 Blue Chip Airlines ....signed up soon--- with Pub Planes by Financial Year end--2007--and on Maintenance Up Grade Contracts ..... and they have achieved this .... in every major Continent of the Flying World-- and its great-- coz of the operational efficiency, three times greater speed and sturdy robustness, greater comfort, and better flexibility and configurability ....

And don't tell me, they have actually been transparent and actually published all the major Airliners who have already signed... and are on now on board...as Pub Planes Clients... ?? .....


You got it Robbo... -..

....Geeeee .... the way things are going-- they will get a Take Over happening soon --hopefully a bit of a .... COMPETING Auction .... would be interesting-- in a Friendly Sky Takeover -- with rival bids from Boeing and Lockheed and Airbus Industrie.... the way this is going ..... who knows what will happen..... ??..

So what now to do...?

Answer: Nothing. ... Ohhhhh .......okay then.


No the analysts at Hot Uranium Share Forums—reckon the stock is no good—at least not ....until ....the EBITA is posted—

... Do Nothing...they reckon until then.....

Nothing will happen ... here... or on AIM-- until the NPAT and EBITA figures are all safely and officially--under GARP Air Accounting-- Rules -- sealed, signed and delivered...

But what about all of the many and increasing every month-- Global Blue Chip Signed Contracts...? ...

Does not mean a brass razoooo....

Does not matter....one iota....

But what about the global success and the global Market Share ramifications for Pub Planes opposition... –Boeing and Air Bus Industries... ??

Looks.... it is the same principle ....as when that upstart Software co... waht is their name....??-- Microsoft ....took on IBM... the smart money did not get on board early—the in the know analysts ....said wait....do nothing now... till everything was done and dusted.....


So it was better bet to get Microsoft shares; when it was already near the Moon...not before...??-- ??...


Now your catching on....

.... Ohhhh... ...right then....hmmmm.....how silly of me ... fair enough...... so what do we now ??...

... We now Go with the smart money-- .... buy more Deep Yellow shares ...... and do not stop buying Deep Yellow-- till the Market Cap -- has reached $ 2 billions--that is billions with a ... b ... the Higher the M/ Cap-- the Bigger Margin of Safety they reckon-- --Safety in numbers and all of that -- don't Forget--that it is irrelevant that the current Uranium Buyers and Sellers are getting $20 US a pound ....on their current contracts-- and that it only the quoted—‘spot price’ which--- is-- $100 a pound, and it is still not official policy, that any Uranium Mine will happen, and anyway ... it is at least ... 5-7 years away at best-- and whether or not, that they will be ever able to mine, the cost of setting up the mine-- it is all really totally, and I mean totally .... irrelevant...

What about JORC...? .... errrr....What about it... ??-- Irrelevant-- It is the Hot Stock-- so go Deep Yellow... You got it....


Okay, okay, okay-- heh ....what is that I hear humming so fast above--???...

..... oh ..... errrr....that's only British Airways --in their first new set of Pub Planes.... ohhhhhh ... errrr....that's irrelevant also... ... right... ?!?... --...

.... Gotcha ...

Cheers & Kind Regards, (from The Pub)-

- Robbo

. PS. AA, ...imo... MCR is a investment, imo, not so much to based on current NPAT, or EBITA--although they are considerations-- but ALSO on your future view on Nickel...the commodity nickel. Secondly--with respect to future Cash flows for MCR-- assess the amount of years of Nickel left in the Mine-- the future supply demand global characteristics of Nickel-- the cost of further mining over the next 3-5-7 years-- alternative supplies becoming available --any political; risk, environmental risk, labour costs risk, or otherwise-- etc etc-- So.... although the ebita-- Number -- looks and is promising, that is a great number--no doubt about it-- how much will be retained for further mining-- how much in share buy backs and dividends...??-- the other factors are probably imo--just as; if not even.... more important.

That is not an ....opinion ....one way or the other ....on ...Mincor....(MCR)-- btw...!! Example look at the number on EBITA of Oxianna--(OXR) .... and then look at their share price over the last 3 months--... then—

Ask...

why..... did this happen... ?? That is not an ....opinion ....one way or the other ....on ... Oxianna (OXR) either ....-- btw...-- just an observation... !! Would I buy either..?? I f I could predictably -- and with certainty-- get answers to the above questions-- and they were in the firm clear and objective affirmative-- probably maybe-- Kind Regards,

regards,

robbo .
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