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

To: koan who wrote (120266)	6/25/2008 11:56:59 AM
From: AuBug	Read Replies (2) \| Respond to of 312809

Knock yourself out. GXS.v has such a commanding position that the area plays only serve to expand GXS deposit faster than their own with any drill results. MFs far more likely to buy a $20 stock than a penny stock. I'm selling my BTT.v, VGN.v, and WGF.v to add more GXS.v.

To: koan who wrote (120266)	6/25/2008 12:08:06 PM
From: maxncompany	Read Replies (1) \| Respond to of 312809

Well, perhaps area plays will outperform GXS going forward. They did recently as you pointed out. Today their losses, though, for most, are larger than GXS's. They may outperform until reality sets in. That is, until they actually drill, and have to stand on their own, and not on GXS's coattails. That reality could be good if results are good. For some, the reality will hurt. Until then, the basket of area plays should do well. But when reality sets in, people had better be in the right ones, because drilling will boost or kill area plays depending on drill results.