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

To: hank2010 who wrote (26492)	11/28/2006 3:55:26 PM
From: ogi	Read Replies (1) \| Respond to of 78421

Hi Hank, I have very few plays that depend on the price of commodities, mostly exploration or developing and increasing a known ore body. Naturally the more commodity excitement, the better off the explorers are but I try to pick situations where the play is not marginal at conservative price scenarios. How long have those Arizona Star shareholders been waiting for their massive low grade cu/au project to become viable?? I would say that the way the majors dumped exploration projects, dealt away land packages, trimmed their geological staff and budgets during the late 90's commodity bear has left supply well behind future demand. The massive increase in exploration dollars now being spent has not begun to make up for the years of neglect. As to future Chinese/Indian demand or a slowing U.S., I have not seen anything yet that indicates demand changes could be severe enough to kill the bull. I don't care if China's GDP grows at 6% OR 9%, the increasing demand throughout India, China and S.E.Asia is far too int going away. There will also be emerging demand in Latin America. Cheers, Ogi