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


To: LoneClone who wrote (145723)2/6/2009 12:00:33 PM
From: koan1 Recommendation  Read Replies (1) | Respond to of 313013
 
Silver gold ratio collapsing fast as silver pulls away from gold. This sometimes means lots of small buyers and signals speculation has taken hold.

Flight to quality plus speculation is a powerful brew.

MTO has really made a significant break out I think.

kitco.com



To: LoneClone who wrote (145723)2/6/2009 4:43:35 PM
From: Metacomet  Read Replies (1) | Respond to of 313013
 
"IVN is as much about their Australian and Indonesian properties these days as about their Mongolian mega-deposit."

Yeah, the Aussie property is typically Friedmanesque....

When I started my IVN DD on Oyu Tolgoi I stumbled across the Entree land holdings which totally encompasses the Oyu Tolgoi strike with several more prospective areas not subject to the IVN JV.

And it was/is selling at a fraction of what IVN was going for so I preferred the leverage afforded by buying a larger position in ETG and still participating in the Oyu Tolgoi mine development.

Also, I took that position before IVN made the Australian strike.

Lost track of how many years I have been watching the idiot Mongolians trying to get out of their own way....

(...and your San Diego storm is expected to hit here in Tucson tomorrow...)