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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (25002)	10/14/2006 8:07:01 AM
From: John Carragher	Respond to of 78667

nah the fix was in. g

To: Paul Senior who wrote (25002)	10/14/2006 11:29:25 AM
From: fp_scientist	Read Replies (1) \| Respond to of 78667

Paul - TX has been rather disappointing but if you are a value investor, you need to be patient. Their current market cap does neither reflect their current earnings nor their future capacity to increase them once they finish integrating all 3 plants and the capital investments they are making on them start paying off. Short of a world recession strongly affecting latin america (which I don't see in the horizon), I am buyer of TX on dips and long term holder. We shall see. NTO has lots of value in the ground, not in the most stable place in the world, but if you believe in the long-term commodity bull, stocks like NTO are the 10-bagger candidates. I hold a sizable (for me) position and added recently on this last dip. I think the stock has been hit for the delays on their Business Feasibility Study, but these things take time and better get them right the first time. I agree with Cricket that NTO will be a takeover candidate from their partners at La Lumbrera once this BFS is out. Hope not. I still like TS too but the easy money on that one is done (~10-bagger in last 3 years). I still see some 50% appreciation from current levels in the next year or so if the MVK acquisition works out well (it should, management are masters at executing) and there is no worldwide slowdown in drilling because oil crashes back to $35-40. TS touched $48 back in April and now is $35 (substantial correction). I see downside risk to $31. My target is mid to upper 40s in the next 6-12 months. Cheers - fp