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Gold/Mining/Energy : Oil Sands and Related Stocks -- Ignore unavailable to you. Want to Upgrade?


To: marcos who wrote (20176)4/6/2008 5:35:29 PM
From: Step1  Read Replies (1) | Respond to of 25575
 
Hi Marcos, long time no talk. Appreciate the postings on MR and Newgold, this is one i played masterly, though again it feels mostly luck... Another one i have started moving into fairly big is USU on the NYSE> too soon but it is starting to feel like we have a bottom here. What says you? Non-mining stock, sort of. More of an energy alt.

later

step1



To: marcos who wrote (20176)4/15/2008 1:04:43 AM
From: marcos  Read Replies (1) | Respond to of 25575
 
cll.to - institutional holders now 8.51%, up from 7.24% as of 06 april [above post], and 29 holders where there were 28 ... no idea how often Reuters updates this page ... going to try pasting this in for future comparison -

'% Shares Owned: 8.51% # New Positions: 10
# of Holders: 29 # Closed Positions: 7
Total Shares Held: 17,895,277 # Increased Positions: 8
3 Mo. Net Change: 4,256,518 # Reduced Positions: 5
Price Range Quarter: 3.00 - 3.56 # Net Buyers: 3 '

stocks.us.reuters.com

On james - he's too hypey for my taste too, something breathless there that doesn't belong in adult company, and a certain amount of exaggeration for emphasis ... but i don't see him pumping garbage [happen to hold another for which he's taken flak, Lithic lth.v], and he's been around a long time, so i let it go, and just wish he'd pick up some studied british understatement or something

[edit] - hadn't seen kidl's post before typing the above ... for the record, i'm more of a Kastelian, lol ... but they're both good companies, both managements a bit odd, but not fundamentally flawed, just somewhat slow in one case and arguably over-diverse in the other ... value remains however, and is underpriced in both

What Connacher needs is for institutions to take loose shares from retail, imho, and it's happening, slowly ... this is not the hard part of the move here, seems pretty clear it's heading north of 4.00, problem will be breaking out of this range ... a year now since the second and last print of 4.43, that'll be a test - stockcharts.com