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catoismymotor (38.08)

Cardero Resource Group (CDY)

Recs

9

June 14, 2011 – Comments (7) | RELATED TICKERS: CDYCF

Yesterday I decided to change my forcus to coal mining companies. I normally stay away from this sector but thought I should see what the world of micro/small cap companies have to offer. While running some screens and reading some articles I came across Cardero Resource Group (CDY). Unless I am missing something I see this company as a outstanding value play with room to run.

If I am missing something please let me know.

7 Comments – Post Your Own

#1) On June 14, 2011 at 10:22 AM, XMFSinchiruna (27.73) wrote:

It's a core holding of mine. Incredible value. I have spoken at length with the incoming President, and this is a man with a plan. :)

Nice find, cato!

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#2) On June 14, 2011 at 11:19 AM, catoismymotor (38.08) wrote:

Thank you, Chris.

I can't recall you writing about CDY in the past. But you must have because I see in the CAPS commentary two people using you as the source for their decision to pick it. I thought you were strictly a PM guy.

I am pleased to have reached my on my own, but that just shows that a blind hog can find a little corn on his own.

So, you just returned from a business expedition to the Great White North? I hope you had a good trip.

All the best,

Cato (Oink!)

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#3) On June 14, 2011 at 11:41 AM, Jbay76 (< 20) wrote:

Correct me if I am wrong, but Chris is indeed a PM investor in its totality.  In other words, every biz relating to PM's, including but not limited to dry bulk shipping for transporting the goods from point A to B, coal and energy used to process the metals etc.  Atleast that has been my analysis of his articles about dry bulk shipping, coal mining etc.....

Did I mention I love my some pig!!!  Time to eat

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#4) On June 14, 2011 at 12:57 PM, catoismymotor (38.08) wrote:

 Re #2:

...have reached my on my own...

The missing word is conclusion.

Gotta love those madlib typos. :)

 

Re #3:

I had fogotten about Chris' dry bulk offerings. I don't mean to cause offense when I say that I have not read many of them. It is an area that I leave to others to understand, like snooker and vegemite.

 

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#5) On June 15, 2011 at 9:51 AM, Jbay76 (< 20) wrote:

You kena you haven't tried vegemite...My God Cato...you're missing some of the finer things life has to offer!  For the love of Pete, get yourself to the store and grab some before its too late!!!

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#6) On June 15, 2011 at 9:51 AM, Jbay76 (< 20) wrote:

That should be "mean" not kena..sorry

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#7) On June 15, 2011 at 2:14 PM, catoismymotor (38.08) wrote:

Vegemite is a finer thing? From what I hear it's the Pabst Blue Ribbon of sandwich spreads. Maybe I'll be brave and buy a jar. Maybe.

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