Gold and Silver Juniors, Mid-tiers and Producers Message Board

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

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To: marcos who wrote (54699)	12/29/2007 3:18:48 AM
From: Amark$p	Read Replies (2) of 78420

Oh, that is a pretty picture. I added a lot of EPM at prices below C$1.25 after the PP and EPM is now my largest position. MFL is my 2nd largest position CKG my third and then WGI as fourth. And then a few smaller positions of AGI, GAM, GBG, and MRB. And have a large position of MMG I am hoping will pan out longer term as I have about a 12% loss in it... As you can see, my portfolio is primarily in near term producers and junior producers with large reserves that have stumbled and gotten clobbered. Worst case, I think GAM and even AGI will be take over targets at much higher prices if they do not meet their production targets in near term... Holding CKG, GBG, and MMG for their HUGE reserves which will be very enticing to a major looking to increase their 43-101 reserves, given the fact the majors are not replacing their reserves and a quick acquisition would do the trick...

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