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Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.880+0.5%Nov 14 9:30 AM EST
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To: Italian Investor who wrote (420)5/26/2010 9:23:31 AM
From: refugee investor  Read Replies (1) of 1366
 
Interesting. I had never heard of CF, also do not know the Chinese co.s or the small energy cos. Are any of them from Baupost? Did you ever consider copying Klarman's larger holding in, Breitburn, I think it was called? I noticed he had sold Forrest Labs the last time, not that that matters--it is much more important that he buys I think, in terms of being a quality litmus test. So far Paramount has shown resilience, so maybe gas has hit bottom. Still thinking about buying a bit more sometime.
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