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Politics : Gold and Silver Stocks and Related Commentary -- Ignore unavailable to you. Want to Upgrade?

To: koan who wrote (6999)	2/20/2005 1:04:28 PM
From: koan	Respond to of 18308

ASM has really been moving too and they have a mine (gold and silver) $1.80. Silver and gold prices are pushing ASM up. CZN has really been following zinc and silver. Up 25% in last week or so. These two companies have the goods right now. I own neither now. JNI looks like it made a breakout (I bougth this one last week). ROK looks like it broke out as well. CKG is obviously a very serious stock and kudos to Claude for catching it at $1.60 or so. But my inclination right now is too ride the inumerable very undervalued companies "who have the goods" up until "homeostasis is reached-lol). Stocks like FAN, CZN, RDV, CCM, FCO, JNI, LAM, PFN, ECU, EXN, QTA, YCZ, ASM, AUA, UNB, ER, EET, MR, etc,etc have the goods and are really really undervalued. If these stocks just rise enough to reflect present metals values they are all $5 dollar plus stocks and selling for pennies. They are kept down as mentioned, because the 25 year bear market has caused so much technical damage, IMO-lol. When we first enter a big old bull market like this one is looking to be, the first thing the serious investors will do is fully value all of the above companies. Generally exploration stocks will lag during this periosd as the pros and momo players pull their money out of the exploration stocks and invest it in the companies with known reserves. CZN and FAN, for instance, have enough ore right now to make a case they should both be $20. CZN has political hurdles to overcome, but if they overcome them and actually are able to go into production I would buy these two all day long. CZN has one of the largest zinc and silver deposits in the world and a fully built mill that has been on stanby for years.. And FAN has been $18 dollars before. And the base emtals are the real stars right now. That is another reason I am more a silver bug than a gold bug. If gold rises for monetary reasons silver will tag along for sure. But silver can also rise as an industrial metal on its own. Metals like moly, cobalt, tin, selinium, uranium, nickel, copper and zinc, iron aluminum are all really in short supply. I try to match the stock to the metal flavor of the month-lol. In a market like this I like to be evaluating as many plays as I possibily can. And I really hate trading, but I know to maximize gains I have to trade. Just my approach.

To: koan who wrote (6999)	2/20/2005 3:12:35 PM
From: TheSlowLane	Respond to of 18308

koan - yep, that makes sense. I think what IBX has been going through illuminates the challenges that companies attempting to do business in China can encounter. Not saying that they will not ultimately be successful, but I think this has taken way longer than the company originally thought. I have confidence in Roman, Leo and their team, but as we are all now well aware, they are not in complete control of their destiny as far as Dulong goes. Hopefully it gets wrapped up in short order and they can get to work. If so, the stock will indeed fly.