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

To: marynell who wrote (2137)	9/16/2001 4:51:07 PM
From: russwinter	Read Replies (2) \| Respond to of 4051

<Any ideas on other juniors> We talked about a lot of them over the last year or so. Kind of depends on where things open, but if you can get these near unchanged by some strange oversight, pile in. These puppies will fly if they get bids and I can't imagine too many holders of say Birim, offering stock at 24 cents tomorrow? And surely people won't trade these for 15% moves at this stage considering the powerful fundamental leverage to POG in them? Here's a quick down and dirty list. I own 'em all. I've got a couple more I want to pick off if I can, so those are withheld as markets are too thin. Anatolia YMC.u; why not? Birim BGI Corner Bay BAY Cumberland CBD El Dorado ELD Francisco FGX Freewest FWR Geomaque GEO Great Basin GBG IMA Exp. IMR Madison Ent MNP Minefinders MFL Moydow MOY National Gold NGT Nevada Pacific NPG Nevsun NSU Solitario SLR Southwestern Gold SWG Tan Range TNX Tenke TNK TVX I think Annoraq ARQ in the PGM's is a buy I hold Gold Reserve, but it will be the first one I take profits on in a rally unless copper really starts to move. I see many of the major gold companies as big potential land mines. Even the more well known nonhedged ones are generally overpriced. They will benefit no doubt from liquidity going into them, but I'm a value investor so that's not my style. Iamgold IMG is about the only reasonably priced producer, I think FN has missed their opportunity if gold spikes. Just sitting on a bunch of cash, and will now have to bid up for plays. If we see a real war footing, some copper plays are worth a look. I'd like to see prices move first; Inca Pacific IP I had a real successful trade in natural gas and oil service stocks from Jan-April, and they've been knocked down since. I'm spending some time this weekend reworking those. There's a great long term story in the Canadian Arctic. I think resources will be the big story (severe underinvestment as a result of the absurd "new economy" mindset) in the next few years, including water. I'm going to buy Cemex (one of the largest cement makers in the world)out of Mexico if it gets caught in a market rout. This week's reading: Resource Wars by Michael Klare The Coming Anarchy by Robert Kaplan