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John Tumazos: Benefiting From the Duluth Complex

I agree overall with the comments except that I think Teck will want to buy out PLM for the milling operation purchased from Cleveland Cliffs. I don't believe that MN will allow three to four mills only 10-15 miles apart. Given that the three (not Teck) plan to use the PlatSol process, it makes no sense to waste money to build out separate milling facilities at a huge cost and delay. MN would rightly demand that they work together to reduce the footprint of the mills and tailings.

IMHO

Energy Conversion Devices, Inc. F3Q08 (Quarter End 03/31/2008) Earnings Call Transcript

A fabulous job by Morelli et.al., I think ENER is going to over $100 in the next five months. Thank you for posting this conference call.

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