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To: diddlysquatz who wrote (5450)	5/26/2011 6:36:26 PM
From: jazzman88	Respond to of 49402

Paul that sounds very interesting. I have not followed BGM very Much but this is a good way to play it. Thanks for the info.

To: diddlysquatz who wrote (5450)	5/26/2011 10:22:18 PM
From: JRO_TO	Read Replies (1) \| Respond to of 49402

Very interesting idea, Paul! GCC is on my watchlist, will start to nibble. BTW, how are things going with your new role? Well I hope. Thanks, as always, for sharing these ideas.

To: diddlysquatz who wrote (5450)	5/27/2011 8:40:46 AM
From: PaperPerson	Read Replies (1) \| Respond to of 49402

Re GCC -- That is great research! I can see it as a good play. I would point out that it would have far less liquidity than BGM, now trending toward high daily trading volume. My hunch is BGM can stay hit right into the summer which is one reason I am going heavy in it here. Lots of stuff is going to just sit there and wilt. So a mix might make sense. BGM tradable, Golden Cariboo salted away. Here is one thing I have not figured out. What is the difference between the GCC V and the GCC-H.V?