Imperial Metals (IPM.T) Message Board

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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: refugee investor who wrote (544)	7/31/2010 8:47:35 AM
From: Italian Investor	Read Replies (1) of 1366

Welcome back! Yea ACF got an offer and looks like a sure thing I know Bruce is on board and he owns like 20%. LUK reports I believe on Monday so it will be interesting if they have anything to say on ACF. Imperial everything you posted was new to me I have not been following Imperial that much lately. Agriculture names have been moving significantly the last few weeks know matter if the market is down or up. The price of Natural gas has been moving as of late close to 5 now from the high 3s in a short period of time, but most natural gas stocks have yet to catch fire. I have been following MCF the one you were a little interested in a while back it is getting cheap 43 now under 40 I will start a position. Two of my natural gas companies report this week GMXR and SD going to be interesting especially SD with the merger with ARD happening recently. Also, I do not know if you were paying attention to Bruce, but he added a few more financials MS and MBI. I am following Bruce in a lot of financial names so that sector is my 3rd largest sector @ the moment behind Agric, NG. If financials are good enough for Bruce to make it the largest sector in his fund by far maybe 40% of the fund now you know they are really cheap. We will see in mid August what % he holds I can’t wait, if it is over 50% I will be buying a lot more.

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