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mscotten

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  1. Energold Drilling. A vertically integrated driller with activity in oil, mineral exploration, and telecom/water. Fred Davidson is an owner-operator who has been through many cycles. The mineral cycle is starting to turn and oil sands drilling is picking up again. Should be a good year of revenue and margin expansion. It has been a rough 3 years but they have preserved the balance sheet and stand to benefit.
  2. Here is the checklist that I have been compiling over the years. investment_questions.doc
  3. mscotten

    New FBK

    SD I don't understand your point about why nothing is likely to happen until after the respective AGMs. Could you enlighten me as to the dependency? Thanks Mike
  4. If you go to the GMO home page it is accessible without registering.
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