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Gold/Mining/Energy : Gold and Silver junrs- portfolio

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To: onepath who wrote (251)5/9/2008 7:33:23 AM
From: tyc:>  Read Replies (1) of 328
 
>>How do you like my BVF.T long TS.B.T short...

It sure looks good with both sides showing a profit, in contrast to my picks where both sides are showing a loss. You can sure pick 'em.... but I remain in love with mines

Thank goodness my short of G was only imaginary. However, it has indicated that, in this short term, the seniors beat our juniors hands down.... but we knew that all along, didn't we ? Someday the worm will turn, and the PF's daily results may tell us when.

My short of ABX was for real. As the stock moves higher I have gradually reduced its size so that it doesn't grow in significance in my PF. Indeed, its significance declines as the PF grows, so it provides a desirable warrant-like price curve. IF/when ABX turns down I may re-establish the size of the short.... I like warrant-like price curves!

About Terrane and the warrants, I seemed to observe someone simultaneously buy the warrants at .23c and sell the stock at .405. That doesn't make much sense to me even though it's cash-accretive.... hence my "conspiracy" theory !
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