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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers

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To: wsw1 who wrote (24009)10/31/2006 9:29:32 PM
From: que seria  Read Replies (1) of 78411
 
Billy: I barely track U juniors but chose PDN.TO as my horse. Just added a lot to my prior small position after the Cigar Lake fiasco. It should have production from a couple of properties in the intermediate term. Nice blend of production exposure and exploration upside. $2B market cap, much bigger than I almost ever buy, but I want (and thus must pay for) oncoming production because I'm buying based upon the experts' widely noted supply shortfall.

Caution: Paladin's properties present some country risk; I'm more willing to accept it than most may be. It depends upon price, the company, and the chance for a big move that will let me sell some shares and keep a "free shares" position.
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