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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?


To: marcos who wrote (3)10/9/2001 2:59:16 AM
From: marcos  Read Replies (3) | Respond to of 39344
 
goldsheetlinks.com - all of 'em, with links to their info
cairns.net.au - chart sites, chat sites, goldbugger propaganda, great stuff
sedar.com - canadian filings
sec.gov - US filings

Just trying to jam in here max info early on ... fwiw, here are my top six resource positions du jour, in rough order by descending value -
aur.to
bay.to
xcl.to
geo.to
imn.to
crj.to
mfl.to
ymc.u.v
... ok, that's eight ... mfl might get raised a notch or two in the morning -g- ... this batch just evolved into what it is, not the result of great scientific study ... the X-Cal places high because i've been trading it for years, i'm thoroughly familiar with it and it's treated me well so when it was on sale this summer i loaded up ... also true of Minefinders, traded it for years, just got caught partially offside on this move ... the Geomaque is new, all bought after the recent extreme dip ... Anatolia would have placed higher but i let a few go, thinking that maybe people might perceive higher political risk there in light of current events ... which i don't think would be fair assessment, but still it's perception that counts .... generally i prefer plays in the Américas, lower political risk, whether real or imagined



To: marcos who wrote (3)10/9/2001 4:38:07 AM
From: lbs1989  Read Replies (1) | Respond to of 39344
 
Dear Marcos and Thread,

When the majors look for reserves do they in general have some preferred criteria for making a short list? In other words does say proximity to one of their current mines play a big part or political stability of the country or is the type of mine and deposit a higher priority? Knowing these factors would it be interesting or useful to project which are the most "preferred" explorers using some objective criteria , who their likely suitors would be and why?

Best regards,



To: marcos who wrote (3)10/9/2001 9:10:01 AM
From: russwinter  Read Replies (1) | Respond to of 39344
 
And some of the far from equilibrium economic theory classics:http://www.siliconinvestor.com/readmsg.aspx?msgid=16350976

John Hathaway interview this week on CNBC:
groups.yahoo.com