SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers -- Ignore unavailable to you. Want to Upgrade?


To: Gib Bogle who wrote (41673)6/2/2007 10:03:44 AM
From: LoneClone  Respond to of 78422
 
People forget that 99.9% of the world's music never makes it to radio or music videos. And that's where virtually all the good stuff is -- never making it onto mass media.

I sure hope Transglobe has reached bottom, as I am quite a bit underwater there. It's hard to tell what's going to happen because they don't operate their blocks in Yemen so don't get to make decisions. But I do like the looks of the An Naeem gas recycling projects, freeing up all those condensates for production and sale, and am willing to hold and let their plans unfold.

TMY is another story. Who knows what's going to happen there? But I don't think they are going to manage to go bankrupt in spite of their best efforts -- South Alibek is just too good an asset -- and I am about break even so am holding for the asset sale or takeover.

I've done really well on some of my energy holdings -- CVI.A, CLL, CDH, OIL, BVX -- and not so well on others -- TGL, CNR, CNS, ERHE, ADB -- but I have a gut feeling it's time to turn more of my attention that way.

So I am planning to take some profits on some of the successes while researching where to put the proceeds -- thinking about more ASPN and BSIC, or initial buys for the likes of RAME, IAE.V, PFE.TO, AEN.TO, and a few others.

LC