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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (13981)5/15/2004 4:17:29 PM
From: loantech  Respond to of 110194
 
<I'm going strictly with larger more well known liquid trading names that at least trade on the Amex. The smaller more obscure names you're looking at may have great merit, but I'm not really looking for that pure junior "class" right here>

May be a great idea at WTC, mng, ngx, wht, cbj have been well hammered down.

< I have to believe the majors won't miss this chance, so my prediction: doubles by the end of summer in several key juniors (maybe CLG) from munches, irrespective of the POG.>

I agree. Reason for my interest in CKG. No drill holes but I doubt that Randy will miss. Some of the others I mention have been predrilled and are waiting for further confirmation. Good thing is they are all on drilling programs this month not WAY DOWN THE ROAD.

<The short answer to your question: I expect a monster "caught with pants down" rally in metals.>> It sure seems that way. Unless of course you and I believe inflation is gone. The economy is great. Government has corrected the deficits and trade balance and all of us donkey workers have just gotten guaranteed 15% annual wage increases for the next 10 years running cumulative.



To: russwinter who wrote (13981)5/16/2004 1:09:44 AM
From: ild  Read Replies (2) | Respond to of 110194
 
News from Russia:
Ufaleynickel -- the second largest nickel and cobalt producer in Russia (after Norilsk Nickel) has stopped production. The reason - sharp deficiency of coke. Coke prices in Russia have gone up fourfold in 2004 from $95 to $380 per 1000 kilogram.
In 2003 Ufaleynickel produced 7,500,000 kilograms of nickel and 2,400,000 kilograms of cobalt.



To: russwinter who wrote (13981)5/16/2004 2:18:21 AM
From: Activatecard  Read Replies (1) | Respond to of 110194
 
Youir thoughts?

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