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Strategies & Market Trends : Ride the Tiger with CD

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To: Rocket Red who wrote (121157)7/1/2008 10:56:03 AM
From: Sailing2  Read Replies (1) of 312984
 
Thanks RR for the WGF slide presentation, and thanks HANK2010 for the comments and to Tim Lamb for pointing out WGF is also between GXS and NAG, I hadn't realized that.

With RR's prompting I've added WER to my collection of these area plays while duly noting HANK2010's concerns about coal quality.

My biggest holding of course is GXS. After that in size of position my basket of juniors is WGF, SMI, BTT, NAG, WER and CDB (a Koan reco).

I think BTT is a good dark horse in this race, only 10km away from GXS with a hint from the GXS data in their presentation that the coal seam extends east into Manitoba. No reason this coal bed should care anything about the Sask/Manitoba border. Time will tell.

Thanks to RR and Koan for pushing this area play early and to everyone else for freely sharing info. This SI board is terrific.

Good luck to all!
Oilgeezer
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