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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers -- Ignore unavailable to you. Want to Upgrade?


To: loantech who wrote (69323)7/8/2010 4:58:47 PM
From: marcos  Read Replies (1) | Respond to of 78435
 
fnv.to - just going by mgmt history, chart, and the overall setup, scanned details only, you likely are much more familiar with them than i am ... haven't bought any common yet, probably will tuck away a few board lots long-term so i can show a nice low cost base years down the road, but mostly it's the wts i like, good time value remaining and their chances seem excellent

ogc.to - if i keep adding Oceana, and dmm.to keeps snoozing, the latter is going to lose first place for size in the collection ... yeah, excellent history of building up a producer eh, quite cheap ounces per annum per dollar of market cap*, and they're not done yet - what are they going to do with Didipio? ... flog it, would be my first choice, use the funds elsewhere, but then my perception of filipino political risk may not be accurate

* - on that basis, ozs/yr/$, check out goz.to ... another very stable jurisdiction, great property, mgmt not speed demons but not screw-ups either, steadily progressing and nicely cash-flow positive ... but for every dollar i've got in goz, i've got three or four in Oceana, because they're making it now, as opposed to maybe-later