DISCOVERY BOARD ~ PRECIOUS METALS ENERGY URANIUM OIL Message Board

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Gold/Mining/Energy : DISCOVERY BOARD ~ PRECIOUS METALS ENERGY URANIUM OIL

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To: onepath who wrote (4374)	9/25/2011 9:27:05 AM
From: PaperPerson	Read Replies (2) of 4690

Re SSL.V ...Hmm. I had not even thought about the buyout possibility. I like that! But just on fundamentals, my thought was SSL is at a great buy point. After a long but necessary gestation period, Production has begun in earnest at Luna. Looks to me like ssl will net $1 mm a month at the 5,000 ounce per month production level. The result is that SSL is building into a cash flow machine, just like silver Wheaton did. SLW/SLW.TO. and of course the SSL chief Nolan Watson was chief financial officer at SLW and knows exactly how to structure these cash flow deals. Only he is doing it with gold! Only one deal I hv doubts about, and that is metanor. but I am willing to suspend my doubt because of how smart they are showing themselves to be elsewhere. I really like that both warrants take us out to 2014 and beyond. As always, let the buyer do his own study. But right here, these warrants appear to be perfect as In- the-money warrants to ride into the sunset of dollar/euro hegemony.

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