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

To: TheSlowLane who wrote (11265)	5/14/2006 10:33:22 PM
From: Mr. Aloha	Read Replies (1) \| Respond to of 78416

Yes, and it's an excellent, though lengthy, read. From page 20 on is particularly relevant for metals investors: corporate.bmo.com Because supply simply won't be able to keep up with demand, they conclude with: "Buy oil, gas and mining companies on the basis of the lifespan of unhedged reserves in the ground in politically-secure areas of the world. The longer-lived the reserves, the more a company is worth. A deep value investor should not price these stocks primarily on their current p/e ratios, but on the values deep in the ground that will be realized over coming years—and coming generations."