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Gold/Mining/Energy : Gold & Gold Stock Analysis -- Ignore unavailable to you. Want to Upgrade?

To: loantech who wrote (12035)	2/15/2008 4:29:18 PM
From: gold$10k	Read Replies (1) \| Respond to of 29622

Hi Tom, I don't know about HUI 856, but the GOLD/XAU ratio has been a reliable indicator. In addition to the great fundamental environment for PMs, IMO many technical requirements have been met to support a major rally in both majors and juniors which could begin anytime in the next 4 weeks. As ever, we'll see. vt

To: loantech who wrote (12035)	2/15/2008 4:31:18 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 29622

Dunno if he's right or not, but I added today (GDX).

To: loantech who wrote (12035)	2/15/2008 4:56:07 PM
From: jimsioi	Read Replies (2) \| Respond to of 29622

loantech, do we have enough invested in PM shares and metal?? Speaking for myself if the highly leveraged shares start to move as your historical run down suggests, the answer, for me, is NO!!! If they continue to defy logic and remain relatively stagnant the answer is Yes, I have enough... I'm intently watching and will pull the trigger with repurchases and additions when the signs are clearer...Personally I'd rather buy strength when I see it coming on than hold listless assets... Good close for GG today, yes..noticed that... My main "juniors" are companies either with current production and or significant new production that is set to come by the second half...They include Mercator (ML.to) and South Gobi Energy (SGQ.v)(Mongolian coal.) The latter was up 6% today and Mercator looks headed for a breakout and run if the general market holds together, so as to support speculation, and Dr. Copper stays firm...ML's big kicker is Molybdenum... ML.to stockcharts.com These companies (ML and SGQ.v)have outperformed the HUI since the August lows and for the last 12 months. I wouldn't shift money out of them (they represent my second and third largest positions) into catch up candidates (junior PM miners) or GDX, unless I felt the ground move... Currently, only 24% in GLD and Silver stream companies (SLW and SST.v). That's pretty light for me.... 16% cash...so I have some fire power with which to play the forthcoming PM Miner Catch-up when it starts to manifest itself, or switch back from cash to GLD. When things are charging higher one never has enough, if the PM miners, big and small, start doing that Tuesday, I'll be significantly shy in that sub sector of metal plays, yes. VT, has it about right I suspect....sometime in the next four weeks we'll have another uptrust... Good fortune to the LONGS!!!!!