Seeking Alpha
  • Alex Jantsch
    SAND has increased gold sales 4544% since Sept. 2010, and that's just the start. Look for STTYF.PK to do the same in the coming years...
    7/27/12
    Reply (9)
    • stocktrader1407: I hope STTYF.PK can imitate the run that SAND has had. It has been a tough year for the stock this year!
      7/30/12
    • Alex Jantsch: That it has! It may take a little longer for STTYF.PK bc the volatility in underlying prices of the commodities they deal with.
      7/31/12
    • Alex Jantsch: But I would put a lot of money (and I have) on Nolan prevailing on this one as well. The road is certainly rougher though...
      7/31/12
    • Steve Nicastro: It's going to take longer but it's still possible. They need Donner to survive and they need their next deals with bigger companies
      7/18/13
    • Alex Jantsch: Yea, unfortunately M&E is beg. to look like there are major problems. There are only a few options as to why Donner is turning out this way.
      7/19/13
    • Alex Jantsch: 1) Xstrata is forcing Donner's hand and taking advantage of them due to their much smaller size....
      7/19/13
    • Alex Jantsch: Or, 2) Nolan and co. really missed some red flags. To which, both are troubling.
      7/19/13
    • Alex Jantsch: I mean it seems inconceivable that these additional working capital requirements weren't noticed, unless Xstrata giving Donner the finger.
      7/19/13
    • Alex Jantsch: I still think M&E is undervalued, but it will be a while before things start to look better for them unless Donner can be figured out.
      7/19/13