I've looked at this company before, but because of its run up, have never pulled the trigger. It's certainly a healthy company, with some great prospects....but the prices were going up too fast. This was the pull back I was hoping for, but never expected. So now I've pulled the trigger and I expect at the very minimum to see it recover very quickly at least 30% of what it's down today. Could happen before end of the day, but I expect it to take at least a few days. Not a problem for me at all. Good fortune to all longs. I like this opportunity.
I was on the call, everything is moving ahead nicely. Company is about to take on a huge amount of debt with the Mexico project but its a huge project in itself. Bali will start to see revs in the next quarter or two. Div is around 2.5% at these levels, not bad. You wont get this under 12 for long.