BBOB.... two thumbs up.

Two things have changed for me...

1) Price of Moly

2) Timeline... when will the economy turn around

Neither matter to TTM right now as they are not 2 - 3 years from production. They will play a part in any negotiations, but not as much as investors think. Any deal is a long term thing... they will take a MO price that is an average... they wouldn't use $40 they won't use $15... likely something list $20 - $25. Yesterday Moly was $21... so it is bouncing all over the place right now.

This was always a long term play for the "big" return. Sure, there may be some spikes along the way on favorable news... and yes these would have been much better if we didn't have this global collapse. But that is life... TTM is not uniqe with this disappointment.

As I've said before... TTM is still moving forward... because they can. Others that are ahead of them and need financing... are stopped dead in their tracks. In an unexpected way... I believe this helps TTM out. Their resource is far superior than those ahead of them... so when it comes down to financing... they will be in a more favorable position. Do you finance a 700mil lbs resource or a 200lb resource? The time advantage for others is closing with each passing day.

My question to you TD... is why are you here? You've been a long term supported and now you've made a decision to sell and go to other opportunities. That is your trading choice. Good luck with your decision and if we want your perspective - we'll go to the appropriate board... MOL or TCM or whatever.

If you insist on bashing here then it is clear you have another agenda.

Best of luck TD....

See ya

m.z.