swc - never followed Stillwater much, there were always other ways to play palladium, couple of explorers in the big run eight years ago, and pdl.to which has had a number of recent developments, not all positive as its chart would indicate, one though was that Kaiser was adding shares, that was a few months ago [?], haven't kept up with it recently
Oil is fascinating, wicked chart, has to bounce hard but when is the thing ... if they're storing crude in tankers it likely means storage is full everywhere else because oil is backed up throughout the system? ... can't be just because tanker day rates are cheap and the contango works out ... i do keep some cash, and cash-like things, but never consider it part of the p.f., if i moved any more over to stock accounts now it would likely end up within a week in oil stocks, which might be a bit early and a bit high ... ?? - not at all sure of this, could go either way, but we've sure gone fast from demand destruction to supply destruction ... wouldn't it be interesting if it turns out we've had Peak Oil, and not because supply capacity turned down, but because demand crashed ... we'll only know when demand picks up again, and supply fails to keep up
Kootenay is trading below its cash/sh level, which should be around .52-.53/sh now, at a guess ... this market has been brutal to producers, even rougher on explo/developers, hard to say if that changes any time soon, i'll be tuned in for the signs, added only tiny amounts recently ... my wife made a deposit to her rrsp and for about three days held the all-time record for buying the cheapest ktn ever, then it traded half a cent lower, just amazing, two thirds of their cash at bank ... but these are the main ones i added to -
goz.v - Gold-Ore keeps plugging away, positive cash flow now and monthly increases in production, added some avg .14ish ... management quite slow and methodical, but steady improvement and the market has some catching up to do, may have started already - stockcharts.com[PA][D][F1!3!1.0!!4!20]&pref=G
usa.v - also plugging away, but under a more devastated metals price, had to lay people off and slow down development ... huge leverage to silver from this market cap
ml.to - copper/moly, believe it or not, might actually survive, and if so will do well, bought quite a few in the mid-.30s, not yet fantasising about it returning to 12.00ish any time soon, but you never know in the long run
trx.v - solid copper/gold project in BC, Goldcorp backing, major winner when [not if] they get rolling, had to delay development plans the other day, but it's a good mine for the outside chance that the world doesn't end before copper supply dwindles below demand [again]
ngd.to - also copper/gold, at least copper forms a huge part of their upside at New Afton and el Morro ... has great A-warrants, eight and a half years to go, leverage to common swings from four to seven, currently in the high end of that, ticker ngd.wt.a on TSX
dmm.to - mostly gold, fully financed and nearly completed mine, hugely undervalued due to political risk, mining moratorium in Ecuador pending new mining law, i think the risk is more than fully priced in and even if the silly buggers rob them for two-thirds it'll still trade up once things are resolved ... any intelligence shown by ecuadorian politicians, and it's a multi-bagger
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