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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: Canuck Dave who wrote (45042)	3/7/2006 12:53:33 AM
From: Cogito Ergo Sum	Respond to of 313640

beer and neo-liberal politics Well that what I was there for.. :o) No one really mentioned the attendance etc but I was only there for the beer and food :O) Slowlane and zoo_york were there... Coach likes this one finance.yahoo.com I found myself outnumbered .... I dunno if POG is going to the moon.. :O) Al

To: Canuck Dave who wrote (45042)	3/7/2006 12:54:59 AM
From: zoo york	Read Replies (1) \| Respond to of 313640

Hi CD! I was at the PDAC yesterday and today. The show itself was as busy as I have ever seen it, and the attitude was bullish but not euphoric. In fact I got the feeling that a lot of us were almost 'looking over our shoulders' waiting to see if the axe is going to fall again, with another steep correction. On the other hand, I spoke with quite a few seasoned pros, who think this time will be different, or at least not as severe for the sector, since the metals seem to be so much stronger now and there is less cheap paper in the market than in years past. For myself the show was less productive than I had hoped in terms of discovering new stories. I spent most of the last two days rushing around between meetings and networking, and in between I was keeping in touch with the people behind the stocks I already own. Today alone I met with the presidents of V.UC, V.SPM, V.MAG, T.CS, V.IPT, and V.OSK, all companies that I currently have in my PF and I remain enthusiastically bullish on each of them. I attended several receptions in the evening, and slugged back beers and snacks, and staggered over to a bar on the east side to meet with about a dozen of the SI crowd. It is still the thing I enjoy most about the PM sector is that so many of the investors get together frequently to share war stories. I am getting together a goldbugs group in Toronto on Thursday evening at 7pm, at the Grille Restaurant on the Queensway, if anyone wants to join us. A final comment, one stock which was not at the PDAC, that I have been buying recently and added more of today is V.BGL - Bandera Gold. I think the company is a steal at the current price range and it still has a market cap of only about $5 million. They recently acquired the old Cinco Minas Project after Tumi Resources walked away, and I think the company will be able to build on the results that Tumi put together, and make the project work on a smaller scale. There are certainly some issues that the company will need to overcome, including raising more money to cover operational expenses and development capital, but I think there is a tremendous amount of value to be had in this one. Do NOT put in a market order, as the volume is so thin, you will end up paying too much for your shares. Go with a patient limit order and wait for the stock to hit your bid, if you want to get in and ride it higher. cheers! COACH247

To: Canuck Dave who wrote (45042)	3/7/2006 1:52:39 AM
From: Cogito Ergo Sum	Respond to of 313640

BTW I forgot.. I also spent time talking to Gary H.... so that is three faces I can add to my list...