after reading 3 pages of posts from yesterday i'll give some of my thoughts on the discussions without naming the various posters.
1. "why are we concerned about the noteholders"... well, i'm concerned because the note comes due very quickly, we dont have the cash to cover it as of yet and noteholders take first priority over shareholders...at this point there is a very real possibility that the noteholders could force kry into BK and pursue arbitration on thier own (wether they bought the notes at a discount or not).
2. "it will take ven years to bring LC online without kry"...i've seen nothing that suggests ven has'nt been mining LC all along via the corruption/illegal miner route. in fact, most articles suggest otherwise. also, ven has been stonewalling us for many years, who's to say they dont already have everything they need to mine LC/LB in any manner they want to.
3. congrats to pam on not being naked again...damn...
4. personally, i dont believe there is any possibility of kry being involved in LC in any way...but i CAN still see a reasonable gamble for kry's PPS to go up on buyout/settlement/arbitration news....we're back to being a pure speculation play where there is just as much chance of kry's next PR stating "BK" or "settlement" or most likely imo "financing arrangement"..i dont know that trading kry is a good move anymore (i think we'll be pretty range bound for awhile with a lot of risk)...