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

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To: E. Charters who wrote (33827)2/23/2007 9:01:30 PM
From: que seria  Read Replies (3) of 78419
 
Eric, Hank and the many others who know base metal markets:

As among nickel, zinc and moly, and considering present tightness of supply, foreseeable oncoming mines, and apparent growing demand for steel hardening/anti-corrosion/finishing alloys, how do you rank those minerals for likely price appreciation and demand for new mines going out 1-5 years?

Assume for this question that world demand at least holds together even if the rate of increase falls.

There are many companies to choose from for these 3 metals. The biggest gains may come from getting the metals allocation right before getting the deposit-holders right. I'm inclined to go with nearer-term potential producers or drilled-tested deposits, given lead time and economic uncertainty, but I'm a speculator and do mostly microcaps in the PM arena.

Thanks in advance!
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