I just spoke with Klaus Zeitler to ask him about his share sales in April. He said he hasn't sold any of his original shares since the inception of the company and the only... login to read the rest
Issambres -
Thank you for your questions.
1. I see bloomberg showing Klaus having sold 200k of his 3.2mm shares in April, when the stock traded to its all-time high and broke $3 for the... login to read the rest
Hi Britt -
Thanks for the very good questions.
A regression of the company's production costs per pound produced against the average selling price in each quarter yields a correlation of almost 70%. That is,... login to read the rest
Thanks for this follow-up of my write-up so long ago.
1)Why do you think management doesn't own more shares of this? Or why aren't they buying? They actually large sellers earlier this year.
2)Have you met with... login to read the rest
You mention that you believe that the cost component of their copper production is highly correlated with the spot price of copper, and that any move between $2 and $4.50 copper would be basically a... login to read the rest
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