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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 (17085)7/30/2004 6:32:36 PM
From: loantech  Respond to of 110194
 
And eventually good for Gold as it will drive the prices of all commodities through the roof.



To: russwinter who wrote (17085)7/30/2004 8:45:36 PM
From: pogbull  Respond to of 110194
 
Hi Russ:
Regarding NXG, do you happen to know what they have for reserves in copper and gold?
I found these numbers for the Kemess North pit:

Contained Metals: 4.1 million ounces gold and 1.46 billion pounds copper.

Recoverable Metals: 2.6 million ounces gold and 1.3 billion pounds of copper.

But haven't been able to find numbers for The Kemess South pit or the entire company.
Thanks,
John



To: russwinter who wrote (17085)7/30/2004 9:56:00 PM
From: Proud Deplorable  Respond to of 110194
 
Russ, could you possibly dig up some supply numbers on Molybdenum? TIA



To: russwinter who wrote (17085)7/30/2004 11:17:45 PM
From: jimsioi  Read Replies (1) | Respond to of 110194
 
Great post Russ, any common stock way to play grains...

Suppose there is but would really appreciate your suggestion...Grain prices are way down....The Chinese harvest misses and its too the moon...

Again much appreciated overview on the Chinese situation.



To: russwinter who wrote (17085)7/31/2004 9:14:12 AM
From: Jimbobwae  Read Replies (1) | Respond to of 110194
 
Russ thanks for the Commodities update. Do you have any links for monitoring crop reports/conditions in China?

I just started scaling into Corn, Wheat and looking at Beans and Cotton. This will be a huge year for production in the US.

Also noticed lumber is beginning to slip - I think it will retest the top on false robustness of the US economy before falling off in earnest.