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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 (14842)	12/10/2005 5:41:56 PM
From: Gib Bogle	Read Replies (1) \| Respond to of 37387

"I'd like to apologize that I didn't put up the time to look in-depth into it" That's OK Crossy - just try to do better in future. ;-) Speaking of U, any interest in FRG?

To: Crossy who wrote (14842)	12/11/2005 8:28:52 AM
From: Ed Ajootian	Read Replies (2) \| Respond to of 37387

Crossy, thanks for your thoughts. You still have a few more weeks, I don't expect the real fireworks to start on Sharon until they announce logging results of their next well, either late this month or more likely in early January. Regarding Uranium companies, wondering if you have looked at a recent IPO on the TSE, UR-Energy (URE.T). Right after the IPO closed they put out a PR that they received a 43-101 compliant study saying they are sitting on 16 million pounds of Uranium, yet the stock price has done nothing but tank since the IPO. Maybe its way too early, they will not get into production for another 2-3 years, but I have bought some of this stock and plan to just forget that I own it for the next year or so.

To: Crossy who wrote (14842)	12/12/2005 7:57:50 PM
From: Amark$p	Read Replies (1) \| Respond to of 37387

thanks for you & Ed posting about SHY, fits profile for what I am looking for in natgas plays. ______________ FWIW, if you desire more info on EDV.to, let me know, I have held for several years and add each year during the summer... investorshub.com One of EDV largest holdings is likely CMM which has not performed very well, but EDV has numerous CMM warrants/options which give EDV incredible upside if and when this mine turns around & POG moves higher in C$. sedar.com But it appears, that EDV may have sold some of this position to a related hedge fund (RAB Special Situation which conveniently is also located in Caymans...) sedar.com You can get an idea of EDV holdings here, i.e. PP which Endeavour Financial has participated: EDV got their GG via Wheaton. EDV likely retains good size holdings in BMO, NTO, Bolivar (now GFI), Oxus, HL, etc. It's hard to get a good handle on exactly what EDV holdings are and what % of portfolio. EDV has likely sold some or possibly all of these positions. I really like their Yamiri Gold purchase via TelcoPlus: biz.yahoo.com The coal mine purchase in Columbia was timely (Adobe Ventures): sedar.com and EDV appears to have a Long Term offtake agreement with Sardinia Italy for this Columbia Coal, and I believe EDV has some ownership/relationship with ENEL SpA, Italy’s largest power utility, in regard to owning the utility operations for Sardinia. It's really a tangled web trying to figure out the EDV portfolio, what EDV owns and what % of portfolio. If someone could better figure out exactly what EDV does own and how much, it would be much appreciated...!!