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Strategies & Market Trends : Natural Resource Stocks
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To: Brinks who wrote (20207)1/19/2005 9:32:29 PM
From: Taikun  Read Replies (2) of 108687
 
Brinks,

While I am curious about where my SME will lead me and will look into adding your BPR to my ADB and SLV, I don't see that much advantage to a small spec junior with little or no cashflow to a bigger trust that can fund CBM from CF and may payout over 100% once in awhile.

What I'm hearing is AY.UN has turned the corner, and CBM may do it for them. The wide margins could change the story of this trust, but I am still getting comfortable with the idea.

Thanks,

David
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