Imperial Metals (IPM.T) Message Board

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

IPM 1.940

+1.0%

Nov 7 9:30 AM EST

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To: refugee investor who wrote (1028)	3/23/2012 12:39:27 PM
From: Italian Investor	Read Replies (1) of 1366

Slow down buying all that SD last checked it was up over 5%. They did a lot of aggressive deals that made SD a much more diversified company so that explains the share count increasing. I think SD is a much better company because of what the CEO has done over the past few years so the value is still there. I did not read the report on JRCC I don’t have a membership but I read the first paragraph. Remember these analysts are the same people who come up with rosy expectations when times and prices are good, so when times don’t look so good they come up with scary outlooks. If they were so good @ investing why on earth are they writing research reports? Coal is in the crapper you don’t have to be a rocket scientist to see they will be burning cash and trouble will be done the road if the industry remains in a depression, but I am betting it will not. The risk/reward on this name is pretty mouth watering I put up say 5% and if I am right coal rebounds and we get a fair price we are talking 5% becoming 20%-30% if coal over shoots we are talking 40%-50%. I understand your decision to pass on XCO, it is scary looking out after this year with the NG market @ such depressed levels and then them being horribly hedged only being 5% in 2013 while they burn cash flow shifting from NG to oil. Then the similarity to your other NG investment I would probably pass too. What I like about XCO is there largest shareholders are insiders so you know they are going to manage XCO the right way and that is the main reason why I have it as my largest NG investment. I like CNQ but I like the other Edwards holding a little better right now ESI.TO, I bought it yesterday right near its lows and sold it for a 3% gain even though I knew the execution date was today seemed over sold being down 8%, so I went for a quickie, don’t tell Buffet.

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