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


To: marcos who wrote (51486)10/27/2007 3:09:24 PM
From: jackjc  Read Replies (1) | Respond to of 78419
 
Yes, PM'd asking him to keep with the jr PM's couple yrs ago.

But the big picture seemed to take all his interest, and he had
posted to another question that thought jrs overpriced except one,
quite a while ago.

He helped me a lot with National .15, Eldorado .28, Minefinders .70, and on and on.
With his calcs of relative value etc. Got us to jump right in on many of these.

And Claude, can't leave him out, with many fine entries.

I look at the prices now, and marvel at what bargains were all over
the landscape for the picking.

And think that there may be enough left in the bull for similar moves still.



To: marcos who wrote (51486)10/27/2007 6:45:44 PM
From: silvertoad  Read Replies (1) | Respond to of 78419
 
...i recall russ also pounding the table on tenke mining, which eventually did superbly, being bought by lundin earlier this year, and i think he was keen on ivanhoe early on as well.

yes, trying to understand the present macro economic picture seems his main focus now; he blogs here most days:
wallstreetexaminer.com



To: marcos who wrote (51486)10/27/2007 10:12:42 PM
From: LLCF  Read Replies (1) | Respond to of 78419
 
He was in them when they were WAY beaten down.

DAK