m*****P
发帖数: 1331 | |
a*********a
发帖数: 413 | |
k***n
发帖数: 3158 | 3 my pick RVM
half silver and half copper
high cost producer, so high leverage
mine is in the US, safe
great potential to grow
【在 m*****P 的大作中提到】
: 谢谢
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k**g
发帖数: 1558 | 4 high cost如果电费上去了，margin会被squeez吧。
【在 k***n 的大作中提到】
: my pick RVM
: half silver and half copper
: high cost producer, so high leverage
: mine is in the US, safe
: great potential to grow
|
k***n
发帖数: 3158 | 5 电费 is no way catching up with the rise of silver and copper
【在 k**g 的大作中提到】
: high cost如果电费上去了，margin会被squeez吧。
|
n****1
发帖数: 2895 | |
c********a
发帖数: 32 | |
k***n
发帖数: 3158 | 8 RVM is trying hard to explode higher
as a high cost producer, it is lagging behind its low-cost peers
so it would be nice to see it do some catch up
【在 k***n 的大作中提到】
: my pick RVM
: half silver and half copper
: high cost producer, so high leverage
: mine is in the US, safe
: great potential to grow
|
n******g
发帖数: 17225 | 9 It reached 3.83 today! Should I sell it now? As I checked, 3.83 is a new
high in the past 6 months.
Anyway thanks for recommending RVM.
【在 k***n 的大作中提到】
: RVM is trying hard to explode higher
: as a high cost producer, it is lagging behind its low-cost peers
: so it would be nice to see it do some catch up
|
n******g
发帖数: 17225 | 10 what measures has RVM done to reduce cost? Any success so far?
【在 k***n 的大作中提到】
: RVM is trying hard to explode higher
: as a high cost producer, it is lagging behind its low-cost peers
: so it would be nice to see it do some catch up
|
k***n
发帖数: 3158 | 11 it is just getting started
patience is needed for it to play out
its mine is underground and has low grade
plus, it is in the US so high labor cost
so don't expect cost to go down much
the company has a market cap of only $130 MM but has almost $30 MM in
the bank without debt. people should sleep well holding it
【在 n******g 的大作中提到】
: It reached 3.83 today! Should I sell it now? As I checked, 3.83 is a new
: high in the past 6 months.
: Anyway thanks for recommending RVM.
|
