Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: SliderOnTheBlack who wrote (4153)	11/18/2001 6:00:58 PM
From: russwinter	of 36161

<Russ comments on a watch/buy list ?> Of course I'm into all kinds of microcaps in the junior sector that even most gold bulls don't have a stomach for (yet). For those who are looking for more upside (and I suppose speculation) we discuss these regularly on "Precious and Base Metal Investing": Subject 51846 For a few solid names with somewhat bigger caps and higher profiles I'd offer up El Dorado (ELD), Francisco (FGX), Iamgold (IMG), Minefinders (MFL), TVX, and Geomaque. Some comments on producer POG leverage: Message 16664668 The new NEM is not as leveraged to POG as one would think, but I agree it will catch the fund flows in a rally before about any other major. The key for them IMO will be to go after some new development deposits. I have a few ideas I'd like to offer them <g>. In contrast, there is immense operating leverage in the advanced stage juniors.

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