Timminco Silences Its Critics: Is It for Real? [View article]
Timminco's analysts have no experience in evaluating the cost and capacity, and proprietary position, of a plant that purifies smelted silicon.
In the absence of this experience and independent verifiable information on Timminco's capacity and costs, Timminco's analysts have wrongly relied on a previous announcement of a contract with Q-Cells to support their blind Timminco recommendations. In fact, Q-Cells had not provided any information that analysts or investors should have reasonably relied upon to verify Timminco's capacity and cost claims.
Timminco Silences Its Critics: Is It for Real? [View article]
In the absence of this experience and independent verifiable information on Timminco's capacity and costs, Timminco's analysts have wrongly relied on a previous announcement of a contract with Q-Cells to support their blind Timminco recommendations. In fact, Q-Cells had not provided any information that analysts or investors should have reasonably relied upon to verify Timminco's capacity and cost claims.