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

To: loantech who wrote (13934)	7/13/2003 6:22:44 PM
From: russwinter	Read Replies (1) \| Respond to of 39344

<should wait for a pullback. I kind of doubt if you'll get a significant pullback, however MNG and WHT are up over 50% in three months, so the easy money has been made for now. I've sold one-third of a very large position in both at somewhat higher prices than today. I'm keeping the rest. My advise in general then is to hold, and if you don't already own any, I have no advise. I haven't sold any GBN as the run has been 20% so far. I do have some issues with management in that one, so I'm "monitoring" the situation. The only US listed stock that I've been buying is CAU in the 1.32-1.35 area (or lower if it goes there), and I commented here about three weeks ago on that one. IMO the best buy among producers in the Canadian names is SUF. It's kind of looking like the MOY situation as frustrating as it's been, is starting to work out. NEM has about a week to close the deal. The GBU situation is unbelievable, kind of twilight zone stuff, with the parliamentary committee favoring the project, and then the rather ignorant PM injecting himself negatively into the situation. It appears that Romania is at an important crossroads on some fundamental foreign investment and resource development issues. I'm still holding, and it still seems a great spec, but who knows. Unfortunately I didn't just dabble in that one, but have a large position at $3.00 plus. Paradigm Capital has a worthwhile to read report at GBU's site:http://www.gabrielresources.com/s/default.asp IVN seems like a potentially humongous situation. In fact it already is, but the market's sleeping through it.

To: loantech who wrote (13934)	7/14/2003 10:31:15 PM
From: aknahow	Read Replies (1) \| Respond to of 39344

Assume you are aware that results from Boston hole 3 are due in late July and hole 4 of the winter drilling should be available late in Aug. These results will determine the chart formations rather than the formations determining where the stock goes. Miramar is going to be an event driven company for the next two to three months.