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Gold/Mining/Energy : Gold and Silver Mining Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Brumell who wrote (1888)	8/21/2001 4:47:15 AM
From: Davy Crockett	Read Replies (1) \| Respond to of 4051

Brumell, Only time will tell... & I think u r mistaken FWIW. Gold is poised for a move... up IF u read this board, u would be leveraged to the metal. (FWIW, I have never said that to anybody... u can read it however u want) I'm kinda of surprised with your bearishness on the price of Gold. Care to share your findings? Either fundamental or T/A? TIA, Peter Normally I would say F$ck U, but u r not a normal investor... So I thought about changing yer mind on these boards (sort'of) but (obviously the effort isn't worth it), I am too tired to bother with a well researched reply (however, if u check my profile....) Why did u ever play the AQI, PFN, ITF, SUF, PDL's & other sundry palladium plays of this world if it wasn't to make some money? Why didn't u play SWR? Maybe u should check with Just G, before u come to a conclusion. Was it to make money in the short-term? or Was it a buy & hold (until death do us apart sort of deal?)? Huh??????? Just curious. When u say gold stocks are overpriced....What do u mean? I am really confused. Again which Gold stocks do u dislike & r u basing that on a T/A or fundamental basis? Respectfully, Peter

To: Brumell who wrote (1888)	8/21/2001 7:58:56 AM
From: russwinter	Respond to of 4051

It's the seniors and mid tier producers that are generally overpriced. At risk of sounding like a broken record, the quality juniors look as undervalued as any sector I've looked at as a venture capitalist or investor in the last twenty five years. FGX is just one of about a dozen or two that already have solid deposits in the bag, or a good likelihood of bagging something. And I don't think it's necessary to just focus on top 5% cost structures. The best leverage will be in the 125-160, low capex plays. Regardless, they are incredibly cheap calls on 1. POG 2. Discovery 3. Large premium takeovers once the scramble for reserves is underway (should have been yesterday, the seniors should use overpriced stock as currency and clean up). An astute player like yourself should be like a kid in a candy store. I think you've just scratched the surface in your search through these.