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

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To: tyc:> who wrote (55966)1/25/2008 5:47:07 PM
From: marcos  Read Replies (1) of 78426
 
True enough, it was only fease highlights so far, and not many of them either, no sensitivities to higher/lower prices/costs, which i usually tune into, due to having a tenuous grasp on just what the hell IRR is ... still, market reaction was so extremely not-there that it's a bit surprising

A lot happens to charts before being 'closer to actual production', i kinda doubt Claude meant that in quite that way ... financing is a huge issue, the day it looks like they might get the money the stock will move big, if memory serves Novagold did that ... what do you think the chances are of Metallica doing like Inmet, just trying to get the best possible value out of it in cash while letting it go to Xstrata? ... or whomever, could be Valestrata by then, or XstraVale

Inmet too was not that easy to understand, back in the day ... as you rightly pointed out at the time, there was a lot to it that was being overlooked
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