Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: russwinter who wrote (8185)	2/27/2003 9:16:58 PM
From: Letmebe Frank	Read Replies (2) \| Respond to of 39344

You may want to hear any or all of the presentations given YESTERDAY at the BMO Nesbitt Burns 2003 Global Resources Conference. I just listened to the one by Southernera, but there are about a hundred to pick from. SUF's talk and slide show that I saw took 24 minutes. Go to: corporate.bmo.com Then click on "global resource conference link" Then the "webcast link" Then "Register" You WILL find something worth listening to! And I almost forgot, SUF's CEO Patrick Evans said Southernera has a resource base that can support 1 million PGM oz per year production!!! Margins of about $200 per oz. It just may take a while ;) From a shareprice point of view, only political issues can take SUF below the magic number of $6.50. JMHO. So I'm hanging in there... a wannabe trader turned investor by not pulling the trigger :( When it appears its the obvious time to sell, and everyone is, I get blinded by love. :) Great thread Russ and others.

To: russwinter who wrote (8185)	2/27/2003 9:17:24 PM
From: Stephen O	Read Replies (1) \| Respond to of 39344

September 2002 Zinc firms to cut exports China's four largest zinc producers have agreed to cut their exports by up to 15 percent from last year's 350,000 tonnes, China Daily said. The four firms, Huludao Zinc, Zhuzhou Smelter, Zhongjin Lingnan Non-ferrous Metals Group and Baiyin Non-ferrous Metals, made the agreement at a meeting in Zhuzhou, Hunan province, in July. The above was from last September. I've just read that the Baiyin smelter, 100,000 tonnes per year, closed as of 22 February. Look for higher zinc prices, will China soon be an importer?.