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

To: Claude Cormier who wrote (35806)	3/14/2007 9:37:11 AM
From: loantech	Read Replies (1) \| Respond to of 78404

POM has <NorthMet has a global resource of approximately 900 million tonnes grading 0.32% copper, 0.085% nickel,> 1.53 billion lbs of nickel with over 5.7 billion lbs of copper to boot. <Alternatively, using the by-product method whereby revenues from other metals are offset against costs of a primary metal, the five-year average cash cost of copper would be $0.06/lb or, if NorthMet were viewed as a nickel mine, nickel costs would be minus $1.46/lb. > polymetmining.com

To: Claude Cormier who wrote (35806)	3/14/2007 2:05:05 PM
From: koan	Read Replies (2) \| Respond to of 78404

Claude: " don't think we are overlooking Ni. I mentioned very favorably RNG on a couple of occasions and one of my best gainer was a large nickel play a few years back. The problem is that there are no nickel plays with large deposits. The ones with smaller deposits all appears fairly valued." Koan: my response: how you run your newsletter is your business; and you do a fine job and I recommend it all the time. As far as this threads goes though, this is common territory and I see things 180 degrees differently that you, including your news letter. I disagree with your above post very strongly just so people know there are two sides to this debate. What you did a couple of years ago is irrelevant today. The nickel game we are talking about now, is happenening now, this very minute, and that is what is important. Not what happened a few years ago. Two things, you have already missed a lot of the run in RNG, LBE, NWI/NI and BMC and FNI. And most of us on this thread have already made a lot of money on those five guys. But the really big money is yet to be made. Now you state the problem is that there are no nickle plays with large deposits and the smaller deposits seems fairly valued. Fairly valued based on what?? Claude, that is exactly the point--there are no large sulfide nickel deposits, so what will happen is that the few good junior nickel deposits there are like: RNG, LBE, BMC, FNI, CRO, NI, CML, and MUM take on a much greater value than heretofore, as they are ALL THERE IS--that is important Claude. They are going to have to dump huge amounts of cash into those babies to get as much sulfide nickel out as possible and they also the very few nickel stocks speculative investors can go into to invest in nickle. The above mentioned nickel plays are a good cross section of the best junior nickel plays in the entire world Claude! I will bet you a cyber lobster dinner that the average price of those nickel plays I mentioned above will top $5 within two years; and could even be much higher. If I am right then it would seem there is a chit load of value.