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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 (35869)	3/14/2007 9:09:23 PM
From: koan	Read Replies (2) \| Respond to of 78404

China increased its power needs by 67% just last year. I believe that sort of guarantees continued base metal demand. They are hooking that power up to something. Nickel batteries, reinforced steel, stainless steel. Nickel is a vital metal for alloys as it is the most stable element in the universe. I think the evidence points more directly to higher nickel prices than higher gold prices. For one thing nickel was the top perfroming metal in 06 and there is none left in the LME and they cannot find anymore good sulfide deposits. The trend is your friend.

To: Claude Cormier who wrote (35869)	3/16/2007 1:01:16 AM
From: John McCarthy	Respond to of 78404

Hi Claude this jumped out at me ... >>>>>>>>>> Maybe am wrong but I think gold starts outperforming everything starting this summer. >>>>>>>>>> There is another poster on a non-mining board who I read all the time ... and his thinking in terms of timing is close to yours ... I could be wrong and probably am wrong but I don't think gold can goto infinity (thats my hope) until the dollar falls .... but the new wrinkle in the mix is Japan - in two respects .... (a) their gonna increase their BOJ interest rate at some point in the 1st half - (yes, they might not) (b) to the extent that carry-trade money is tied up in gold - I don't know how much is - (a) is gonna gonna raise the value of the yen (I think) which is gonna cream the carry-trade market (I think) and so (b) - seems to be a gold price killer (maybe thats too strong a word) but lets say its leans on it down-ward-ly ... given the above - are they factored into your thinking - or is your perspective based on other factors ....? just curious ... regards, John McCarthy