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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: AuBug who wrote (32761)	1/1/2006 11:47:46 PM
From: hubris33	Read Replies (1) \| Respond to of 108633

LOL! No haven't read the Roberts book. Sounds like a good read. Hope he wasn't overly technical. Cortez Trend is 'done' from my perspective. Everything of value is snapped up or bid up, though there might be a 'sleeper' out there somewhere. <g> I bought WKR, USGL and CRG chasing McEwen. (Traded USGL a few times for nice returns.) Picked up MAD & NVP ahead of the crowd. I consider these LT holds until further consolidated or taken over. Note the chart on the USGL presentation on the life cycle of a gold stock is good for ideas on IT trading of these Jrs. Bema (BGO) I think, controls VIT, which is outa my favor based on non-recourse loans, hedge positions and politically unstable operating regions. Worthy of ST plays but not LT hold and ignore. Have not been overly impressed with the drill results from CAT nor VGN to date. It seems that unless one wants to employ heap leaching (70% efficient) ore grades of 1.0 g/ton are needed and this is the logical cut off for many for go/no-go feasibility decisions. Own some BVG but not certain this is a McEwen target with the JVs in place. If you want to round out your McEwen holdings one would need to add GUY.TO (GUYFF.PK) and MAI.V (MNEAF.OB). The later was an early and wise pick of Ames. Other 'potential' McEwen plays mentioned in Ben Abelson's Cortez Trend consolidation article (on USGL website) include QEE, CMQ.v and KDX.v though I've heard little about these on this or other boards. QEE is intriguing because of the real mine assets. On wonders how much McEwen lead efficiency could be brought to a mine and change its profitability profile? Of course he could get to work on BVG's Mexico mine in the mean time! [Though others seem to think that is a 'lost' asset! <g>] H3