Precious and Base Metal Investing Message Board

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Gold/Mining/Energy : Precious and Base Metal Investing

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To: russwinter who started this subject	2/28/2004 9:23:19 AM
From: loantech	Read Replies (1) of 39344

Russ, I have followed you epic thread for some time. You have mentioned the draw down of above ground copper stocks. In addition you may be warming to gold stocks somewhat. One you have mentioned in the past NGX and another that gets mention here on occasion TKO both have gold and copper credits. They have permitting and infrastructure in place and NGX has upside exploration potential. I am unsure if TKO has that potential. I am thinking right here right now of taking a position in both. As we do not know the day to day direction of gold I am thinking of smaller positions let's say 10% of PF for each but am thinking of a 2-3 year hold. Your thoughts? Thanks, Tom EDIT: I guess we should throw WHT into that hopper also for consideration.

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