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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers

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To: 4C who wrote (19132)8/25/2006 1:07:17 PM
From: John McCarthy  Read Replies (1) of 78411
 
STF

fwiw - I think CMM *is* dead money until they
report 3rd qtr -

which I would *guess* is very late november.
(hope it would be sooner)

to make matters worse - they may even be *DEADER*
money depending on what they report i.e. total
production out of Sigma .... yeh or nay

and where are we in the Peru drilling cycle ....
if anyplace ....

I have it in my mind (which is a DIM place) that
no light bulbs will come on until after they
report 1st qtr - 2007.

i.e.
Sigma and La will have normalized production rates

What/when exactly are we gonna do in Peru
will be a clearer road-map .....

I am not selling and would actually buy more if
chx would head north ... but my focus is on long
term cap. tax rates .... and not trades ...

again - fwiw

regards,
john
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