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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: ild who wrote (64741)6/28/2006 12:00:25 PM
From: benwood  Respond to of 110194
 
Speaking of outright censorship...

When The FBI Raids The Times

tompaine.com



To: ild who wrote (64741)6/28/2006 1:00:28 PM
From: ild  Read Replies (3) | Respond to of 110194
 
Date: Wed Jun 28 2006 12:36
trotsky (@CSTL) ID#248269:
Copyright © 2002 trotsky/Kitco Inc. All rights reserved
this stock remains one of the best value propositions in the market imo. it's illiquid due to its small float, but that will be an advantage once it begins to run. trades at $2.99, with almost $1.80 in net cash per share, no debt, and steady 15% earnings growth p.a. ( quarter-on-quarter earnings growth was actually over 50% recently ) .
an unexciting business ( fax servers ) in a highly fragmented industry. insiders hold roughly 45% of the stock in issue.
of course, the stock has gone nowhere for months - but it has also refused to decline in the recent market sell-off. that large cash pile and lack of debt are putting a floor under it. per experience, when a fundamentally sound stock goes sideways for a long time, all that is required is a catalyst that raises the market's awareness of it. once that catalyst arrives, the large potential energy stored up in the long sideways move tends to lead to big rallies.
jmho and dyodd.



To: ild who wrote (64741)6/28/2006 7:57:19 PM
From: shades  Respond to of 110194
 
Mines facing severe labor shortage

the gold sector decoupling,

What good is having all those reserves if you can't suck it out?

Barrick opens new school to train miners - its not enough - CNBC special report - Heavy Metals

video.msn.com

Not enough machinery to mine - says tire retreading shops doing great business - previous boom/bust cycles had companies like caterpillar holding back on new mine equipment production

video.msn.com

Biggest challenge facing mine industry - huge labor shortage

Steal people/miners from other companies

The schools offering degrees in mine engineering are down by half

Coal needs 50K more miners in the next 5 years - wages growing at 2x average wage growth

22 per hour with 3 weeks vacation and full benefits after graduating mine school

I remember when hitler needed some cheap labor he went over to those polish guys in auschwitz eh?