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Strategies & Market Trends : Sector Analysis (mostly) -- Ignore unavailable to you. Want to Upgrade?


To: ItsAllCyclical who wrote (16)2/12/2007 11:47:50 PM
From: hubris33  Respond to of 22
 
Cool! Gotta focus on what is important and it sure ain't the MB world! Sounds like you have the right priorities!

Wander in when you are inclined...we'll keep the light on for ya!

Cheers,

H3



To: ItsAllCyclical who wrote (16)2/18/2007 11:35:47 AM
From: hubris33  Respond to of 22
 
Here is a series of articles focusing on NG and a few others with the mega projects. Not sure if you have seen this or not, but thought it was interesting. The linked article is Part 3, with links to Pt. 1 & 2.

Certainly a different perspective. I will use some of the concepts: discount rates, average metal price and cost contingencies while evaluating other projects.

gold.seekingalpha.com

H3