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

To: jackjc who wrote (12274)	5/28/2006 10:40:01 PM
From: Proud Deplorable	Respond to of 78419

Yes, I think that supply which is removed from the market due to an unfriendly mining climate will make metals which are in short supply even more pricey. After the news from Mongolia I'm surprised if copper doesn't double.

To: jackjc who wrote (12274)	6/3/2006 2:10:19 AM
From: Taikun	Read Replies (1) \| Respond to of 78419

TSL, This week Coxe mentioned that the Nesbitt Burns' analyst raised metals prices targets, and the way he mentioned it, it sounded like a decent increase. I have found the page and the numbers are a little sobering, IMHO. bmonesbittburns.com eg. Cu: 2006 $2.75, 2007 $2.25 (now $3.64, $2.25 would be nearest to Feb 06, $2.26) Zn: 2006 $1.26, 2007 $1.25 (now $1.61, $1.25 would be between Mar 06 $1.10 and Apr 06 $1.39) For me, it has been interesting to see how costs have impacted base metals financials, sometimes to the downside, to the dismay of some analysts and investors who seem to need to become wed to the rosiest forward PE they can find. I think it might be a challenge for some firms to keep their costs under control or roll costs back if commodity prices fall. I wonder if this partly explains the common shape some of the junior base metals plays have been assuming? stockcharts.com stockcharts.com stockcharts.com kitcometals.com Are these some of the best prices we're going to see for these equities? D PS. Thank goodness for stocks like ARU and SOIGF, hopefully they'll infuse the rest of my portfolio with some excitement!