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To: roto who wrote (38161)4/13/2007 10:23:50 AM
From: koan  Read Replies (2) | Respond to of 78409
 
ELR wts, I do not own any. Play looks good . The long term wts look good too---lots of shares out, so limited upside. My son in law, the chemist, says lack of platinum will stiffle pollution controls going forward--good for ELR!

EPM, I do not own, but both the play and the wts look good to me. Lots of shares out (limited upside), not in production and market has always been tentative about the stock.

I only like to post on one main thread. A few of my friends locally and in cyberspace check in to get ideas. If I stay put then they know where to find me. I do have to sacrifice some artistic license, but it is the price one has to pay I guess.

Although, as my son in law said: the more ideas one puts into a problem the more conflict which will arise, but the more robust the decision. The one big project we did collectively, led by LC and John Macarthy, with BMC and LBE were great examples of this understanding. Except we had little conflict which is even better.

This has been proven by scientific experimentation. But, alas, when most people read stuff like that their eyes just glaze over.

Experiments like that one mean something!

I am not much interested in pontificating to cyber space, or debating wts. In the end wts are best played with an understanding of odds as a given, but the coequal knowledge needed is existential, which is a very hard concept to explain.

I am just trying to help a few buddies make a few bucks.

Guys like onepath and chunger learned so well from the silver wheaton wt days, they have both made some good moves this year I missed.

It is always nice to some of one's more attentive students learn so well. They regularly make great moves I miss. I will listen next time! Onepath also made me some big money, especially in the U wts. And I should have listened to Max on the BLE wts. Chunnger makes lots of good plays. He plays the game agressively, and is smart about it i.e. hedges.

And they saw the moves clearly because they understood the concepts clearly and they were looking for them and then when the opportunites arouse the knew about them and knew what to do (like the first day of wt issue play). That is exactly how it is done!

Knowledge directed perception.