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Gold/Mining/Energy : Copper - analysis
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To: MrLeon who wrote (1419)4/4/2006 5:46:08 PM
From: Stephen O  Read Replies (1) of 2131
 
GGOF Resource fund has some base metals like FM as well as O and G, plus other peripherals to resources.
With AVM and EZM you don't have exploration risk, country risk with AVM.
Exploration stocks have a long way to go IMO. I like Messina, Yukon Zinc, Wolfden. They all have ore bodies that are not yet in production but well drilled out, more drilling to go on Messina. Amerigo feeds off the tailings from Codelco, I believe. I'd always worry about contract risks with that one plus grades of course.
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