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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers -- Ignore unavailable to you. Want to Upgrade?


To: Gib Bogle who wrote (9957)4/30/2006 6:47:36 PM
From: koan  Read Replies (1) | Respond to of 78426
 
I also think zinc is the primary story for the next few years. I like silver second. So I have tried to buy zinc stories and zinc with silver/silver with zinc.

BWr is the best leveraged zinc play in production 240,000,000 lbs a year and a new zinc mine comeing on line. 3/4 mines on line now I believe. And I like the wts .75, 1 for 1 strike at $1, for almost 3 more years. This is my largest zinc holding. BWR also produces a lot of copper, lead, gold and silver.

I like HBM wts second best. Making a lot fo money and also anew mine coming on line. I do nto own this one.

For zinc plays I like HBM wts .36 (I do not presently own this one - huge profits and a new mine coming on line), BWR wts .75, ABI zinc/silver $1.27, EXN silver/zinc $1.35, ECU silver/zinc $2.69, EZM $2.53 (I do not own this one), TAM zinc/lead .73, RDV, zinc/poly .46. (could be a sleeper), yzc .80 (I do not own this one), .ppg .85, PAX $1.36. (I do not own these)

For zinc producers HBM wts and BWR wts would be my top picks.



To: Gib Bogle who wrote (9957)5/3/2006 3:49:11 PM
From: Mr. Aloha  Read Replies (1) | Respond to of 78426
 
Agree that zinc is the big story.

My favorite stock and biggest holding is Metalline Mining (MMGG), which is well into the fease for a huge zinc mine in Mexico. They're on the bulletin board, which has held the stock price down even during the huge zinc rally. MMGG was over $3 in 2004, when zinc was less than 1/3 the current price and their project wasn't nearly as advanced. If they can get listed on a major exchange, they should get a big influx of interest from institutions and other investors that won't touch a bulletin board stock.

They also have high-grade silver as well as copper, though they haven't released any news on that side since 1999. The president just announced in a letter to shareholders that the dearth of silver/copper news will soon change:

"Work on the copper silver mineral system has been reactivated. The copper silver mineral system produced high grade direct shipping ore from 1906 until about 1995 from about 45 mines over an area of approximately 5 kilometers east-west by 1 kilometer north-south." "Metalline explored the north side copper silver mineralization from 1996 to 1999 and has collected over five thousand channel samples from these workings that have economic grades, particularly at present metal prices. We are drilling and channel sampling this mineralization in the area known as the Polymetallic Manto that runs for a distance of about 1500 meters from the San Salvador mine to the Fronteriza mine parallel to the Iron Oxide Manto to the north. We are evaluating the data that has been collected and analyzed and will announce the results as this work progresses."

If they get some good results from the copper/silver drilling, MMGG should start to be considered a Mexican silver/copper play as well as a zinc play. With huge leverage on zinc, silver, and copper, the long-term upside for MMGG is enormous, IMO.