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

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To: koan who wrote (25559)11/15/2006 3:17:43 PM
From: John McCarthy  Read Replies (2) of 78408
 
Hi Koan

based on your proto-type post awhile back ....

I found 3 zinc companies and read THEIR opinion ...
in their quarterly or annual reports ...

don't remember the names - but I think it was Yukon
Zinc ??? that did it best .... (could have been someone else)

they did a SIDE-BY-SIDE forecast showing two very
differing forecasts of supply/demand going forward ...
say to 2010 or 2012 ....

then more-or-less said .... what are we to believe?

I've netted it down .. and lets be honest at some
point you gotta net it down - to a guess ...:

that production ain't gonna catch demand ... with the
one cavaet that nothing downward happens in China-land.

that said, you and onepath and LC and all the other
folks I have forgotten ... have really nailed this
zinc shortfall thingie (perfectly) ....

I won't ask him (gun-shy) but AFTER onepath gets all
the zinc stocks he wants ... wish he'd but'in with
in (best to worst order) - his zinc stocks picks ...

I kinda gotta handle on yours .. and just wanna see
if any new names pop out ....

i.e. BEING NOSEY ....

to dumb it down - base metal or not - I think ZINC
is GOLD ...

but even dummies can have ideas - so I really do not
have anything - OF SUBSTANCE - to back up this conviction ....

regards,
John
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