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Gold/Mining/Energy : The Molybdenum Discussion Board
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To: Proud Deplorable who wrote (1354)11/5/2005 9:40:12 AM
From: terry101  Read Replies (1) of 3267
 
To me it is as simple as 'supply & demand'.

There appear to be too many good uses for moly, and more uses coming on that I am learning about. Supply is inadequate and not looking to change much in the near future. And the market seems to agree by the increasing prices it is willing to pay for moly.

My focus has been U, NG & oil sands. I am gradually educating myself on moly because I think it may have the same potential as the others - and parts of "mania" seems to apply to the others as well. Mania can be profitable when there is good fundamental reasons, and you are on the right side of it.

With the other areas, I favor producers and near-producers. Explorers are a smaller part because I do lean more towards fundamentals than technicals.

With moly, I also am looking for the same. I throw in roasting capability as a strong kicker to the bottom line. I do my own DD but time is limited. That is why some boards can be so helpful. DD can be partially shared and, at the very least, help focus your own.

GPXM is my only substantial moly holding right now, but looking to add others in the next months. Would love to find a producer I like that has moly / roasting as a large part of operations. IGMI.ob & UNB.v might hold some promise but want to learn more.

Best to all,
Terry


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