ggc.v - yes, chugging along ... pretty solid that one, tightly held, i don't see a lot of reason for dramatic moves in the near term though ... big action will come around the jan-feb period and make better than a double from here, imho ... today if there was cash i'd add something else likely, like aun.v, since i've got a whack of Genco already
mmgg - pullback day it looks like, we'll get quite a few of these, in between the power-ups ... piece on zinc stocks, don't know if it's been posted - mineweb.net
You have to wonder how much non-LME stocks are out there ... maybe in some chinese warehouse or six ... it wouldn't take a lot of effort, zinc is heavy and compact, you don't need much, just a covered space with a good concrete floor and a sturdy forklift, you could stash several tonnes per square metre of floor space ... chinese traders have done stuff like this in ways that affected the BC forest industry, it is said ... anyway i think we should keep open minds on such possibilities, they help to build the wall o' worry
cuu.v - just suggested to a guy that a bid at .50ish might get stock, maybe .52 ... based on its chart, the seasonality, copper price action, but mostly the paper that just came free ... likely will have bids in myself when there is cash
pax.v - still haven't had time to look close into it ... but one big question is, how do you get concentrate out of the Yukon, truck it out? ... how much per tonne is that going to cost? ... not to mention that it's a high cost area in all other respects, you've got to provide accommodation for one thing, and truck in everything you need ... with a smelter in the Yukon this would help the equation, still even then the zinc will cost quite a few pennies per pound to truck out ... no doubt they've thought of this, and sure it still looks economic, but a pound of zinc in the ground is sure worth a lot more at Sierra Mojada imho
... oh joy, in the time it took to type this Metalline got whacked by a dime ... so it goes, lol ... hey LC, the fellow i know who can recite prime paragraphs of Lamb's dissertation can also recite this [and a lot of other Kipling, also Service] perfectly, with fervour -
IF YOU can keep your head when all about you
Are losing theirs and blaming it on you,
If you can trust yourself when all men doubt you,
But make allowance for their doubting too;
If you can wait and not be tired by waiting,
Or being lied about, don’t deal in lies,
Or being hated don’t give way to hating,
And yet don’t look too good, nor talk too wise:
If you can dream—and not make dreams your master;
If you can think—and not make thoughts your aim,
If you can meet with Triumph and Disaster
And treat those two impostors just the same;
If you can bear to hear the truth you’ve spoken
Twisted by knaves to make a trap for fools,
Or watch the things you gave your life to, broken,
And stoop and build ’em up with worn-out tools:
If you can make one heap of all your winnings
And risk it on one turn of pitch-and-toss,
And lose, and start again at your beginnings
And never breathe a word about your loss;
If you can force your heart and nerve and sinew
To serve your turn long after they are gone,
And so hold on when there is nothing in you
Except the Will which says to them: “Hold on!”
If you can talk with crowds and keep your virtue,
Or walk with Kings—nor lose the common touch,
If neither foes nor loving friends can hurt you,
If all men count with you, but none too much;
If you can fill the unforgiving minute
With sixty seconds’ worth of distance run,
Yours is the Earth and everything that’s in it,
And—which is more—you’ll be a Man, my son!
whitewolf.newcastle.edu.au |
