On the take-outs, yes FGX a triple for me, but BAY was cut back by
PAAS for a small premium. Had 1 or 2 others also small, and I
am no longer a fan of waiting for that. The Mulatos story
went from barely 2M mkt cap when I entered to several hundred
when finally out. That beats any dream of a takeout. And I think
you understood the local ejido situation there as well as anyone.
Are the takeout fans saying they are the only ones seeing the value ?? Can't be.
Are they saying they know when the major will move and others don't ?? No way.
GGC: Posted on it several times in the 70's where i bought
for months from a disgruntled holder, a real bargain for that
reason, but didn't want to be accused of promoting the thing.
Roulston recently gave up on them as they have not acquired.
Picks: Posted some and PM'd some requests recently, and took
quite a few PP's in past couple mo. Most are well up; GPR,PML,
DTA, KTN, IPT, MAI (when they held up the PP I added a chunk,
good thing as McEwen got it all, none for us lesser lights, but
MAI has been a 6 yr hold for me from the 5 cent days), GGN is
Gryphon Gold IPO, took the private entry at .20, SAS just popped,
TVC, and few others. So for ones still reasonable I have;
ASM a silver that might get moving now that the wts have expired (mine too), ORL cash,chrome,ni, and some country risk,
QEE turnaround, SBB zinc-silver & cash, SPM silver (has started already mebbe).
And an old fav in the mud Roxmark Mines needs a yr to produce moly, biggie for me.
And this wk went for a big PP in MMGG .80 with full 5 Yr wt,
a no-brainer. Stock has been sold down for months with the PP
being lowered several times. Have been in this over 2 yrs, the
PP is for the fease of the zinc SX-EW. But the silver-cu has
had 10MT direct smelted from 45 mines, and they have been
exploring that lately, few thousand sample assays due for report. They need to get the story out, and need a better
venue than the BB, and they say they plan to do both. |
