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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: valueminded who wrote (23227)	1/26/2006 8:58:31 PM
From: Madharry	Respond to of 78751

Most mines are one trick ponies. I dont have all my money invested in SIL. I just think the return/risk ratio is compelling. The new leader isnt stupid. Mines need foreign capital to be developed and mines equal jobs. I expect that development will proceed on schedule. and it would not surprise me one bit if they ended up with some long term contracts to sell their zinc. Two years ago SIL sold at about a 33- 50% premium to SSRI and at a slight premium to Pan american. Now it sells for less than SSRI and almost a 30% discount to Pan American. and this was before zinc prices took off.