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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers
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To: loantech who wrote (73594)8/7/2012 10:10:06 PM
From: onepath  Read Replies (1) of 78424
 
An eye opener.......costs rising quicker then the price of the metal even in this supposedly low inflation environment.

Random thoughts on the article...look for cos with control over costs...i.e....royalties.
...the well managed who can make money and pay divvies now.
...those that only develop projects that can make money and shun the cos that are trying to just replace depleting reserves.

So cos like RIO ,NGD, OSK,EDV & ATN should do well......most majors like ABX , NEM are stuck with big low grade projects that are probably not going to be economic unless gold gets well above 2k.

I think G & AEM can still do well and i still like my royalties cos FNV & SSL.

Also we are at gold seasonal strength.

...and to echo you WTFDIK
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