mba.to - been off my screen for some time, just hasn't been going anywhere ... also, there was this feeling i didn't know what was going on, lost interest in deciphering releases and sedar docs, which seemed anyway to generate more questions than answers ... and above all, the appalling lack of drilled-off ounces in the ground, zero pounds of zinc ... Keith was a smart guy and i think he meant well, but everybody's got the right to be wrong on a percentage of calls, such is life
mmg/mmz.to - wonder if those shs dumped tuesday last were from ex-mgmt? ... they don't need to report anymore, presumably, and may have come to some disagreement with the new folks, such things are known to happen ... but the volume seems to have marked at least an interim bottom, looks pretty decent now, i nibbled on Toronto last week, shoulda loaded more methinks
ktn.v - this is a fund unloading, i hear, don't know how much they have left, but think it's opportunity knocking, they'll be done sooner or later and then there's quite a news flow projected out through winter and spring ... not just Promontorio either, imho JJ should get some attention as well, always liked the prospects there ... hold some aa.v for that reason, added a bit over the last weeks
dmm.to - maybe just maybe, if'n the crick don't rise ... ? .. looked alright today anyhow ... i continue to believe that the political situation overshadows any operational issues, that Washer could get the lead out in a flash if/when he had a royalty deal nailed down
... note that these are my laggards this season, dmm/mmg/ktn, if they weren't hanging so far behind, the p.f. returns would be outstanding ... though they're pretty decent as is, no complaints, the sector is coming back and that's a good thing |
