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Message: Re: crunching some numbers
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Jan 27, 2011 06:48PM

Jan 27, 2011 07:33PM

interesting speculations PM, its nice to be getting closer to a position where these scenarios will come more into focus. The only thing I would say is that while I think its likely that a resource est. can be increased relatively quickly (if its in the ground).

A corresponding increase in production (beyond the 10-14k/mth) at this time is questionable though until further clarity is offered on shipping capacities (be they trucks, barges or future rail) and the associated costs and timeline to get there. This will take some time.

I think the infrastructure that is available can be upgraded if a production scenario emerges that can support the investments. CNY may look at this or if there is the resource, a bigger dog could take us out and take that part over.

Not trying to be negative just musing. Things are coming together nicely on many fronts. Next step is financing clarity. Then closing. Then the plan for production ramp and exploration step outs. Oh yeah then there is the whole AR, carolina and chiroca side of things. It will be an interesting and hopefully exciting near term future for CNY SH's. D

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Jan 28, 2011 04:19PM
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Jan 28, 2011 05:27PM

Jan 28, 2011 07:16PM

Jan 29, 2011 02:55AM

Jan 29, 2011 09:47AM

Jan 29, 2011 11:54AM
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