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Gold/Mining/Energy : Copper - analysis
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To: Stephen O who wrote (1855)10/25/2007 1:28:20 PM
From: TrueScouse  Read Replies (3) of 2131
 
Stephen:

A few thoughts about "rolling over" my copper stocks -- which have been very successful mainly due to your initial heads up on First Quantum (FM). Thanks!

Following the Cambridge House TRIC conference I've taken new positions in Equinox (the warrants -- EQU.WT,T) and El Nino (ELN,V). I used to own First Quantum but sold to buy Anvil, and now I've sold half that to buy these. But there's more than a casual progression! ELN is actually run by the guy who formerly got FM moving in the DRC. And they've got a great land position and are just starting drilling. I'd appreciate your opinion on it.

And EQU I'm sure you know -- a soon-to-be-producer in Zambia. Massive project. I decided to reduce my DRC risk by putting some of the funds into Zambia.

I'd be interested in your thoughts on these. TIA.

Best regards,
Howy
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