Different perspectives
posted on
Apr 24, 2014 02:36PM
Black Horse deposit has an Inferred Resource Now 85.9 Million Tonnes @ 34.5%
message from my evil twin (Pear3) on Stockhouse in response to " My own corporate experience that includes moving a company from private to public holding suggests there is inconsistency in the KWG process and information profile that needs to be addressed. At the very least, regardless of whether there are partnership or takeover initiatives in the works, (I don't personally believe there are, but it might explain some things) it seems somewhat unusual that responsible monetization models do not appear to have been available. Such models, at the very least, could provide opportunity to increase the company's capitalization and enhance its negotiation position with as yet unidentified suitors." fm Winterbaron
Come on Baron...you're pulling a good will hunting on me now...if I research a little, I'll find the manual from which you plagiarized that...but back to REALITY.Whether or not TYPICAL monetization models aren't being adhered to, has nothing to do with the need for confidentiality and the release of material information when suitable.Frank did try to increase the monetization potential of the company by soliciting support for the dual share structure, which many referred to a "reverse split".That was subject to approval by shareholders and was voted down. Now again, please substantiate your positions with real information (whether historical or from precedent) and stop speculating on why KWG is not catering to you and I, as shareholders, on the same level as entities of primary or collateral interest.Don't just skim the surface with economic jargon and generalities that have no specific reference to the current situation.There are enough clues out there being disseminated by KWG, for us to conclude that many strategic pieces are being positioned on the board.How can you not envision a convergence in the near future if I jut give you these key words and phrases...1. intensified insider buy-in 2. Ont Gov $$$ for infrastructure3. Fed Gov hint at big $$$ for infrastructure4. involvement by Glencore/Xstrata subsidiary5. KWG asset value increase for three consecutive years6. Ont Gov protects and justifies its plan with consultant study7. KWG nat gas process with global mining industry implicationsKWG plan is first strategically, environmentally, economically and in terms of social responsibility.The fact that KWG has gone though a significant dilution can probably be attributed to the fact that the growth of its asset value has far outpaced the loss in Mkt Cap.Your reference to "inconsistency in the KWG process" makes me chuckle, because for anybody who has been watching the game, it is blatantly obvious that nothing in KWG evolution has been typical or like any of the models that I have encountered.I wish you and all KWG longs the best of luck but let's all allow the team at KWG, the chance to bring success without nagging them with micromanagement and citing every instance where they don't observe every traffic sign. Pear3
I agree and have a great deal of faith in the KWG team, their strategic "know how" and their true objective of bringing maximum value to all shareholders...including themselves...why not...they did all the work!!
Best of luck to all KWG longs
Le Penseur