Imperial Metals (IPM.T) Message Board

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Gold/Mining/Energy : Imperial Metals (IPM.T)

IPM 1.880

+1.6%

Nov 14 3:57 PM EST

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To: teevee who wrote (599)	8/19/2010 8:52:50 AM
From: refugee investor	Read Replies (2) of 1366

Took a quick look at Artek. Like the fact that management has put in a lot, would worry about them running out of money. Maybe they will sell off something. Consensus seems to be that those horizontal multi-fracs are changing the industry so things may work out. I noticed recently that Tilson has a lot of small energy co.s, you might want to take a look at his 13f--T2 capital. I have a lot in oil and gas so don't need any more. Was pleased to see from the latest report that Perpetual (old Paramount) has a gas extraction cost of only $1.45 (plus royalties and transport o about $.6) so doing OK even at the present low cost of gas. Still sitting on the fence about buying more Imp. Actually a perfect time to trade up in quality since many of the best stocks are selling for 11 or 12x earnings J&J, Microsoft, IBM etc etc. Tilson has an interesting write-up on BUD too. My kind of stock!

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