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Strategies & Market Trends : Winter in the Great White North -- Ignore unavailable to you. Want to Upgrade?

To: marcos who wrote (130)	1/15/2001 8:50:28 AM
From: Condor	Read Replies (2) \| Respond to of 8273

Yup..Pd price run up is impressive and whether its sustainable or not remains to be seen. It is a large caveat in the equation. I can find nowhere that a supply surge is imminent or even available. nickelalloy.com Russia would be the wild card since information on any reserves is so hard to come by. They are indicating that they will export at least some in the future (2001 I presume). As you noted V.YMU is very spotty and it surprises me somewhat given it's level of exploration activity with Implats and right next door to Pacific Northwest and it's hits. It is due to release drill results in a week or two and is back drilling like hell now. Maybe someone knows something that I don't? Anyhow, I hold a considerably lesser position in ymu and expect pfn to be the most successful in property development but just in case ymu hits the mother of all holes..I'd never forgive myself. I also see that theres a lot of speculation about the Agnew play. V PFN and V.PMG (New Millenium) are over there. I had always tended to discount that play but I see on the Stockhouse thread that theres more speculation about majors becoming involved . That would be make me pay more attention over there. Intend to get a starter position in v.pmg and increase pos in pfn. I haven't gotten up to speed on v.ido...you've piqued my curiosity. Can you steer me to a succinct post on it?