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

To: SwampDogg who wrote (18023)	8/10/2006 7:28:15 PM
From: maxncompany	Read Replies (1) \| Respond to of 78418

Don't equate the expected US slowdown to putting a stop to global growth. By far the biggest growth now is outside the US, and while it will feel a US slowdown, global growth will still be quite healthy, particularly in BRIC.

To: SwampDogg who wrote (18023)	8/10/2006 11:38:24 PM
From: koan	Read Replies (1) \| Respond to of 78418

Swamp dog, I am just saying one should consider all opportunites in metals. Few people only play one metal anyway. And today is a new day-second industrial revolution in asia, oil producing countries and population increase. And we have two major escalating wars. The US military has said they need to replace almost everything. china is stockpiling and their navy will exceed ours in just 10 years. I am just saying one should take advantage of whatever metal is hot and they are all hot now. The metal dynamic today is unprecedented and it would be foolish to overlook all of the opportunites. Look at the LME metal stocks! We have been dealt pocket aces right now in the metal mining stock world and win or lose I am going to bet them big.

To: SwampDogg who wrote (18023)	8/11/2006 12:07:58 AM
From: Mr. Aloha	Read Replies (4) \| Respond to of 78418

Copper's 200-day exponential MA is quickly approaching $300: stockcharts.com At the rate the 200 MA is rising, Copper could break out to a new high and then test the 200 MA at around the current price or higher in a few months. Even if copper drops below $300 to test the 200 MA, copper stocks are already priced for much lower copper, especially non-producing juniors. Same for other base metal miners. Here's an article out today, "Gold Mining Stocks - Blood, Sweat and Tears," that argues that current Chinese growth in infrastructure makes base metals recession proof: 321gold.com "China is now the 2nd largest consumer of oil in the world versus only 10 years ago when it was 20th. Oil consumption is a solid measure of economic activity and this stat is telling the world that base metals and precious metals will be in high demand next - as hundreds of millions of new middle class consumers buy jewelry, air conditioners, televisions and cars. Massive infrastructure projects will also require large quantities of base metals - and a U.S. or Chinese recession will not stop bridges and roads and power lines being built in China. Huge state projects (in any country) are financed by paper money or government debt and are recession proof." Despite the title of the article mentioning gold stocks, they go on to recommend investing in base metal companies as well: "The long term prospects are also excellent for base metal companies with multi-billion dollar deposits of valuable metals that a new global economy will demand in greater and greater quantities in the years to come." Several of my biggest holdings (MMGG, CUU, NTO) match this description perfectly, though they all also have silver and/or gold. I think they've all priced in much lower base metal prices, so any short-term pullback to the 200 MA should be offset by coming specific company events. In any case, as the article mentions, remaining invested through volatility should be rewarded very handsomely longer term, and at a time like now with undervalued mining stocks, it's a time to buy, not sell.

To: SwampDogg who wrote (18023)	8/11/2006 12:19:19 AM
From: Eva	Read Replies (2) \| Respond to of 78418

How about " Kone's Base" , as a new name for this thread! Lol,lol

To: SwampDogg who wrote (18023)	8/11/2006 4:29:56 AM
From: E. Charters	Respond to of 78418

Are we talking Chin eco down or US eco down? US eco down is almost irrelevant to BM $.

To: SwampDogg who wrote (18023)	8/11/2006 4:41:58 AM
From: Proud Deplorable	Respond to of 78418

China continues to boom. Exports are up 22 percent year on year. Foreign exchange reserves will continue to boom .This means the world will avoid a global economic contraction. Perhaps this calls for more purchases of precious metals? Your pal, Monty China Economic Flash Trade Surplus Hits Record Albeit Weak Export Growth Announced: 10 August, 10am (Beijing Time) Bottom line: Trade imbalance in China deteriorated this year despite the government’s call to resolve the structural problem. The Fed had stopped its rate hike this month and it could mean weak dollars going forward. The pressure on RMB appreciation could continue to build up, which may significantly lift the pace of currency appreciation for the rest of the year. In brief: July Exports (% yoy) - Actual: 22.6, Citi Forecast: 24.3, Market Median: 23.9, Previous: 23.3; July Imports (% yoy) - Actual: 19.7, Citi Forecast: 20.5, Market Median: 20.6, Previous: 18.9; July Trade Surplus (US$ bn) - Actual: 14.6, Citi Forecast: 15.2, Market Median: 14.9, Previous: 14.5 China’s trade surplus reached another record high at US$14.6 bn in July, or 38.4% larger than the same time a year ago. Export growth moderated unexpectedly to 22.6%, the fourth lowest growth since 2003. Imports strengthened from last month but still below 20%.