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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Crossy who wrote (10073)	6/9/2005 10:03:43 PM
From: Zeddie88	Respond to of 37387

Hi Crossy, EUG - Spanish and Tunisia drilling scheduled for next year, so I'm just averaging in slowly. Looking forward to reading your thoughts on the Australian and Asian listeds:) Cheers, Sue

To: Crossy who wrote (10073)	6/10/2005 3:59:46 AM
From: laurin_de	Read Replies (1) \| Respond to of 37387

crossy and foreign markets: I fully agree with your focus on Australia! the AU$ can only appreciate vs the U$ and the Euro and folks in the U$ or Euro zone will benefit twice. However, over all that excitement about CL and NG E&Ps one should not forget the metal miners. The cobalt story will be huge and is still completely overlooked! Co is mined as a byproduct of Ni and as such depends on Ni production which in turn depends on Ni demand. The unproportional demand rise in Co vs Ni (due in part to hybride cars) will result in an supply/demand imbalance that will propel the Co price significantly upwards. I'm invested in FCO.TO and because they have a deposit but no mine permit yet they are still very cheap. Admittedly, this is a risky investment because of the permit is not garanteed, of course, and the silver refinery and their share in a uranium deposit alone are not company makers. I would be most interested in hearing about other pure(!) Co plays out there... preferentially in Australia, North America, Asia, Europe - not in South America and certainly not in Central Africa. cheers - Laurin