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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: zoo york who wrote (98769)	11/13/2007 12:55:48 PM
From: CuriousGeorge	Read Replies (1) \| Respond to of 312311

Hey Coach - Your opinions are always well thought out. <<perhaps now we are going to trade around $6 until the PM sector shows strength>> Do you have an upside target when Alamos gets on track ? TIA

To: zoo york who wrote (98769)	11/13/2007 3:35:46 PM
From: Amark$p	Respond to of 312311

A few observations... 1) Whenever you hear of a company replacing its mine manager, run for the hills!! It's time to sell. The new mine manager will never focus on the current quarter production and will focus all his attention on stripping, maintenance, and other issues which will improve performance over the next year. The blame for current quarter goes to old mine manager. The new mine manager gets judged on results starting at least 1 to 2 quarters hence... 2) I would not render final decision on whether to hold/sell AGI until 1Q08 results are announce. GAM may even take longer for things to truly turn around. 3) I much prefer investing in a gold junior that has 3+ Million ounces in the ground and has stumpled upon production problems and has taken a huge whacking (e.g. AGI, GAM) than a gold junior trying to find 3 Million ounces and trying to get it financed.