I'm working on a remote mine site for part of the month, so I'm not sure if this post will submit. It's been five days since I've even been able to load any Agoracom pages. I have just a few quick thoughts:
- Long term debt reduction is nice.
- Current/recent situation with ESP's is very frustrating.
- Overall situation is still not impressive. I want to see some significant hedges locked in to protect us from potential catastrophic markets in the next twelve months.
- SOR down to 2.9 is very good. I think a lot of people have underestimated this - a 0.1 reduction will lead to a significant amount of cost savings over time. Keep it dropping, boys.
- Someone wondered why the Board didn't issue a timely press release to talk about ongoing power supplies problems. Maybe the power was out, so their email didn't work?
At least the price is getting down to a level where I'm comfortable putting a bit more money in, although I'm still nervous about what will happen between now and the start of December. The markets don't inspire a lot of confidence right now.
