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Celgene Corp. (CELG) Message Board

pm_guru_1 1 post  |  Last Activity: May 16, 2014 2:35 PM Member since: Oct 18, 2011
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    Best in class by far

    by metalmeister79 May 9, 2014 11:40 AM
    pm_guru_1 pm_guru_1 May 16, 2014 2:35 PM Flag

    They certainly have exercised some discipline with Navidad, walking away from Orko/La Preciosa, and next I would expect them to lower the dividend if silver remains under $20. I'm not in PAAS for the dividend, but the long term capital gain that will occur simultaneously when general equity investors are as disgusted as PM investors are currently. And PAAS is in the catbird seat with lots of cash and will be able to buy quality assets at distressed prices. These PM companies need to look into selling directly to sovereign wealth buyers and skip the usual channels. Surely someone in China wants to buy 25M ozs of white shiny. That's only have a half a billion! The houses in my Zip code are worth more than all of PAAS annual production?!? Something is wrong with this picture.

    Sentiment: Buy

CELG
87.73+0.09(+0.10%)Jul 29 3:59 PMEDT

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