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

To: Gib Bogle who wrote (25133)	11/12/2006 3:06:51 PM
From: jackjc	Read Replies (1) \| Respond to of 78411

RE has done well with AUA and I hope it works out for him. His thread has been a sounding board for moly and much appreciated. I considered the 30 PP in AUA but decided against, a mistake on my part. Bought ROK at 25 but when could not get any of the cheap PP I bailed. No room for me in the PP = no room for them in my PF. Gib, the supply deficit is very small in moly. Any number of things could submerge it, Re-opening Climax (which they are shrewdly holding over everbodys head while slow-balling it), China re-opening, IGMI huge killer, or AUA also big prod. But I don't see the capex forthcoming for that reason, and AUA is hurt badly by the diesel genset power cost. They have done well with the project but we'll see if banks will finance it. I did not bet a penny on any of the big open pitters, but have held sh in the small primary types, ROK, GPXM, UNB, RMKL. Now hold only RMKL and some UNB left (sold part as 4 bagger). Disclosure: RMKL is a major holding.