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

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From: John McCarthy	3/15/2007 9:03:45 PM
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A thought about nickel .... The price of nickel is INELASTIC. No other metal can say this. Today or tomorrow. The price of nickel has been INELASTIC for at least the last 12 months. The only way the price of nickel can get back to some type of ELASTICITY is for demand to fall. And I don't have the brains, intellect, and what ever else it takes to see a demand tipping point that leads demand lower. What I wrote above -- maybe crap - or halfway right. On the 0.0001% chance the above is accurate - then my job is to know: (a) What is the universe of nickel stocks. (b) Whats their unique cost structure per ton, pound or however its done ... (c) Who has the fattest contribution margin ( todays price per ton, pound whatever - cost) (d) Based on (c) whose current share price is undervalued - if any overvalued - if any (e) most importantly, if the above is too complicated (it is for me) to figure out - but it is true that the price of nickel is INELASTIC - then - can I steal a page from the junior gold explorers and find the junior nickel explorers ... Today I noticed that somebody called INI.V (don't know them - ain't peddling them) had a nice day and all I know about them (I think) is that they know how to spell nickel - thats it. In closing - its my thinking that we are in a MAGIC MOMENT - and the price of nickel is INELASTIC until DEMAND changes because SUPPLY cannot change ... that said - would someone throw out some names of nickel explorers i.e. - production not required ... permits not required the only requirement is that the people looking for nickel have done so before .... note: the bulk of what I own is in gold and zinc and to a lesser extent nickel and moly ... regards, John

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