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Gold/Mining/Energy : Gold and Silver Mining Stocks
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To: Brumell who wrote (1888)8/21/2001 7:58:56 AM
From: russwinter   of 4051
 
It's the seniors and mid tier producers that are generally overpriced. At risk of sounding like a broken record, the quality juniors look as undervalued as any sector I've looked at as a venture capitalist or investor in the last twenty five years. FGX is just one of about a dozen or two that already have solid deposits in the bag, or a good likelihood of bagging something. And I don't think it's necessary to just focus on top 5% cost structures. The best leverage will be in the 125-160, low capex plays. Regardless, they are incredibly cheap calls on 1. POG 2. Discovery 3. Large premium takeovers once the scramble for reserves is underway (should have been yesterday, the seniors should use overpriced stock as currency and clean up). An astute player like yourself should be like a kid in a candy store. I think you've just scratched the surface in your search through these.
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