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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (49686)	10/8/2012 1:55:38 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78753

E&p companies. I believe I am seeing value in Colombian e&p companies: I continue to add to PMGLF as it falls., Also, as I posted earlier, I do like the Australian companies that have land in USA and/or Canada. I am adding now to Sundance (SDCJF/SEA.ax) in which I already have a full position. The e&p universe has so many stocks that are so volatile. It has been painful and very difficult for me to hold on. I've not traded them as they have risen and fallen back - I should have tried maybe. The long term good potential may be there, but in the meanwhile and near term -- it can be a disaster holding stocks in this sector.

To: E_K_S who wrote (49686)	11/6/2012 1:03:34 PM
From: E_K_S	Read Replies (1) \| Respond to of 78753

Aurcana Corporation (AUNFF) -OTC Markets - Upped my position by 25% Aurcana: Opportunities for Production Increases at La Negra Based on this article, AUNFF is significantly undervalued. The author reviews the production estimates and provides his projections for their La Negra mine. He arrives at a $1B valuation or about $2.20/share. This analysis does not even consider the new Shafter mine which should have equal or higher production yields in the coming months/quarters. Last $1.05/share w/ about 454M shares outstanding. Once the mine(s) are in full production for 2 or more quarters, the market should have a better idea of the actual (and potential) production. This name could be worth between $4.00-$5.00 a share if silver remains at the current level. Even at the current price, the downside risk is small and the upside is huge. EKS