Hi sewells. "That's all this means." All WHAT means?
I recall few years back on this board messengers talking about water rights, FN's and environmental issues but I walked away from all that concluding RBY investors were OK, that we had all the necessary permitting. There was some court action going on with FN's but I don't recall it encompassing a geographical context the magnitude of timjones519 topic message (above).
I bought this stock 5 years ago, have left it alone waiting for mid 2015 production. But now I'm concerned again wondering if RBY has satisfied all it's permitting. Can someone shed light on this? Have we got all the permits needed to produce mid 2015. or NOT?
kg2931 (10KK shrs RBY @ $ 5.54 Shr ($55,407) held Long since 4/11/2011)
If you're going to down arrow then at least have the decency to state your opinion, that is of course unless all you have to offer is cheerleading....
#$%$! Sorry, I meant XQ, not cheatah...
Not much to post on MU lately. Holding mode until 3Q. Until then and just maybe, if the overall market stocks Q1 earnings are not bad, just maybe MU sp will be free to start running up with the market. It's either I wait for that, or sell now and buy back in after 3Q ER. kg
The past few month the telecom sector has done well, driving VG's SP up. However the past week VG has followed the overall market trending down. VG has a history of beating quarterly estimates and is anticipated to do it again this coming ER (May 4th - May 8th). Yet, we're getting closer and closer but the SP shows no evidence of an upward trend. Hmmm, wonder what's under the hood? Are earnings and guidance still looking favorable?
I haven't followed RBY much for the last year but own the stock. How could RBY get this far, this many years closer to production and it's investors still not have the answer to this water question?!?!?
And when TimJones writes, "this project" (above), is he talking about all of Rubicon, all of our investment?
Oh silly you for asking Pac for anything buy daily cheerleading here! There's no one on this board that has a handle on what drives VG daily, weekly or even monthly here. Even VG Longs are shun for suggesting discussion on that, ha!
Thx tony. I've took notice of that link/chart during the conf call but do not recall MU explaining it. I don't know how to read it. Do you? kg
Today I posted the question to Electric Phred on the SA web site, article: "Micron: More Questions Than Answers From Latest Conference Call by Anchorite, published on Thu, Apr. 9, 4:58 PM ET ".
Does anyone besides me own this, ha? Bought into the transport sector expecting a boost from record low oil prices. Instead, during the last few months FSTCX has gone down. WHY?????????
Hi Tony. Thx for pointing out the right to call bonds part of the equation. Good point. Would be good to know what % of the converts have no 'rights'.
You said, "Yes, MU is buying back the converts "
Question: Have you been tracking this? Know how many we started out with, how many are left? More importantly, how does the public track this? kg
Yeah, I remember hearing that on the call as well, one of the few places I've heard about actually retiring converts... Seems we as shareholders may just be at the whim of MU sharing this when and if they want...
Hey Flam, thanks for your technical read! I see you've been retaining all the data much better than I. Weekly I tend to skim countless SA authors on SA for a gut feeling but don't try to retain much of the mountain of electrical engineering info. About the time I'd have half that stuff figured out it'd all change or I will have moved on to another stock/sector. Last few years prior to this I learned way more than I ever cared to on a bio stock I owned going bankrupt. Most of the minutia knowledge I stored on that is worthless now, as is often the case after you move on from a stock. All I know is this 3D Nand seems to be a cornerstone going forward for the semis and MU isn't scheduled to really be in the market until 2016. I do think our other core business will start driving the SP before then, after 3Q earnings. But, naturally it would be much needed security for investors now if MU/INTC can announce 3D Nand sooner than scheduled and also do a good job of keeping us informed on it. Thx again. kg
flamoir, do you know: what might be the reporting requirement for a company to keep stockholders informed when they buy back converts? Has anyone here been tracking how MU reports this (upon sale, end of month, quarterly and in what medium?
Good luck bottom fishing for 25 again! Ships now on a slow steady cruise to get past 3Q and beyond... No more negatives to drive us down to 25 (barring overall market corrections)...
Telecoms today overall Flat to Down:
VG 4.925 -0.015 -0.30%
EGHT 8.85 +0.01 +0.11%
LVLT 53.95 +0.32 +0.60%
MITL 9.97 -0.62 -5.85%
SHOR 7.09 +0.02 +0.28%
RNG 16.59 +0.10 +0.61%
CALL 7.19 -0.03 -0.42%
No such ticker symbol: FID-TOP10
FRP 19.702 -0.198 -0.99%
ROSYY 9.14 0.00 0.00%
CHU 17.655 -0.545 -2.99%
HCOM 27.21 -0.36 -1.31%
CHA 76.78 -1.50 -1.92%
WIN 8.025 +0.005 +0.06%
ATNI 68.66 -2.70 -3.78%
CNSL 21.14 +0.13 +0.62%
No such ticker symbol: XXXXXX
HCHC 9.78 +0.50 +5.39%
GNCMA 16.69 +0.17 +1.03%
GTT 18.80 +0.61 +3.35% Sparkline Chart 18.16 18.84 7.59 19.34 39,979 125,587 3.2 639.33M - -0.85
ZAYO 27.78 +0.32 +1.17% Sparkline Chart 27.50 27.88 21.21 32.18 219,633 549,298 3.7 6.75B - -0.98
STRP 21.155 -0.045 -0.21% Sparkline Chart 20.78 21.81 5.94 23.99 22,664 64,939 10 253.416M 68.24 0.31
CBB 3.59 -0.05 -1.37% Sparkline Chart 3.59 3.67 2.85 4.13 301,974 1,011,350 5.6 752.36M 11.58 0.31
No such ticker symbol: XXXXXXXXX
^DJI 18,047.68 +88.95 +0.50%
^GSPC 2,100.82 +9.64 +0.46%
^IXIC 4,993.90 +19.33 +0.39%
^RUT 1,264.54 +5.43 +0.43%
kg2931 (10K shrs VG @ $5.22 ($52,207.25) Long since 4/28/11)