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XMFSinchiruna (27.09)

Gammon Basks in the Glow of Silver and Gold

Recs

35

May 13, 2011 – Comments (8) | RELATED TICKERS: AUQ , IAG , TC

For a fresh look at Gammon Gold through a silvery lens, click here:

http://www.fool.com/investing/general/2011/05/12/gammon-basks-in-the-glow-of-silver-and-gold.aspx

.....

Also, my colleague Dan Dzombak has a thought-provoking piece out called The Secret to Commodities Investing:

http://www.fool.com/investing/general/2011/05/10/the-secret-to-commodities-investing.aspx

I stated in a comment to his article:

Though I maintain there is still plenty of wealth-creation potential locked inside quality resource stocks across a broad swath of commodities, I certainly can not fault the logical conclusion that effectively every point of entry into longstanding producers from here forward is likely less ideal than an entry point nearer the beginning of the particular secular bull market in question.

.....

And skypilot reminded me to spread the word about the exciting new press releases from Alexandria Minerals and NioGold regarding their joint venture for the Siscoe East property.

http://niogold.com/2011/05/12/niogold-expands-drilling-activities-to-explore-siscoe-east-in-val-d%E2%80%99or/

.....

IAG posted a solid quarter, and as I discussed in a recent article the company is poised for some transformative strategic steps including the monetization of its niobium mine. The company announced a stoppage at Essakane yesterday due to labor unrest, and any significant weakness in the shares resulting therefrom could offer a compelling entry.

http://www.iamgold.com/English/News/News-Releases/News-Release-Details/2011/IAMGOLD-Reports-Record-First-Quarter-Net-Earnings-Operating-Cash-Flow-up-177-Year-Over-Year1125258/default.aspx

http://www.fool.com/investing/general/2011/04/18/the-mid-cap-miner-with-1-billion-to-invest.aspx

.....

PCGold (PCGLF) looks dirt cheap at $0.71.

Thompson Creek Metals (TC), in my opinion, is a gift beneath $11.

 

Fool on!

 

8 Comments – Post Your Own

#1) On May 13, 2011 at 9:38 AM, Gonzhouse (24.07) wrote:

Sinch,

If had had as much money as you have solid PM recommendations, I wouldn't need your recommendations because I'd be out full-time trying to spend all that money.

Which brings a thought to a future article for how to organize the recommendations (as an adjunct to your Top 10 lists):  recommendations by size (micro cap, small cap, mid cap, large cap).  The opportunities and risks within each segment are very different and investors need to consciously be aware of this.  When I tell people I have PM investments, I've yet to have anyone ask "are they the Freeport McMoran size or the Alexandria Metals size".

While I am in no hurry to lose the $0 cost access to your blog, I contend your could develop a service-type offering on Commodities/PM and structure the analysis of companies along the lines of the Global Gains service:  political risk, currency risk, production risk, management, etc.

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#2) On May 13, 2011 at 11:22 AM, XMFSinchiruna (27.09) wrote:

Gonzhouse

Thanks for the thoughts.

I have had an idea in mind for years now to build out a database, but since no one would be paying me for the time going in, I've never had the luxury of pursuing the idea.

Maybe if I'm around for a second pm supercycle ... :)

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#3) On May 13, 2011 at 2:48 PM, XMFSinchiruna (27.09) wrote:

A message for rofgile, whose comments to this post revealed the source of his disdain for gold and silver miners as (in my words):  "a rickety paradigm of ethical repugnancy and a convoluted air of karmic superiority". With that in mind, I wonder whether these images of oil-soaked endangered penguins following the grounding of a DryShips Panamax carrier on an island in the South Atlantic will help you to "dismount from your high horse" of self-assured ethical superiority given the inclusion of dry bulk stocks within that oh-so-karmically-benign real-life portfolio.

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#4) On May 13, 2011 at 3:17 PM, traderbach (< 20) wrote:

Great suggestion from Gonzhouse! "While I am in no hurry to lose the $0 cost access to your blog, I contend your could develop a service-type offering on Commodities/PM and structure the analysis of companies along the lines of the Global Gains service".  I for one would sign up immediately to a, for a start, low cost newsletter w/ Sinch's ideas for further research.  So I see no reason, given the obvious investment of time & energy that Sinch already makes for our free perusal, that we couldn't have a brief synopsis, say weekly, of his analyses.  I think it is obvious, again given his longtime & frequent insights, that Sinch is not in this for the money & has a genuine interest in the community's edification & prosperity!  So Sinch, if you can find the time, then go for it.  I know it's unheard of in stock market terms, the market being 'a dark alley full of cutthroats & thieves waiting to take your money', but I for one will pay up front.

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#5) On May 13, 2011 at 3:34 PM, Bays (30.00) wrote:

Thompson Creek Metals (TC), in my opinion, is a gift beneath $11.

I echo that statement.  Although, they better hope this stock stays above $9 (in-the-money warrants) or else they will need more financing.

The shorts have had their way with this one....

Disclosure: Long TC (and will buy more if this falls towards $9)

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#6) On May 13, 2011 at 11:43 PM, skypilot2005 (< 20) wrote:

"May 13, 2011 at 2:48 PM, TMFSinchiruna (98.76) wrote:

A message for rofgile, whose comments to this post revealed the source of his disdain for gold and silver miners as (in my words):  "a rickety paradigm of ethical repugnancy and a convoluted air of karmic superiority". With that in mind, I wonder whether these images of oil-soaked endangered penguins following the grounding of a DryShips Panamax carrier on an island in the South Atlantic will help you to "dismount from your high horse" of self-assured ethical superiority given the inclusion of dry bulk stocks within that oh-so-karmically-benign real-life portfolio."

I have refrained from entering the “investing with a conscious” fray until I saw the oil soaked penguins.  That put me over the edge.

rofgile, have you no conscious owning the type of company that kills and then spoils the habitat of such a lovely creature?   

My first employer, Uncle Sam taught me how to cook and eat anything that moves.  I now consider myself an expert in off menu delicacies.

I particularly enjoy Penguin Fricassee. 

My favorite of course, is snake kabob.  I doubt the dry bulk company’s oil spill helped the sea snake habitat, as well.

How you can sleep at night is beyond me.

Sky Pilot

 

 

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#7) On May 14, 2011 at 7:24 AM, skypilot2005 (< 20) wrote:

 May 13, 2011 Sinch wrote:

"And skypilot reminded me to spread the word about the exciting new press releases from Alexandria Minerals and NioGold regarding their joint venture for the Siscoe East property." 

Here's the link to Alexandria's release, as well:

http://www.azx.ca/news/2011/may12.asp

Sky Pilot

Aspiring web link assistant to Sinch.  :)

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#8) On May 15, 2011 at 7:10 AM, skypilot2005 (< 20) wrote:

"May 13, 2011 at 9:38 AM, Gonzhouse (67.87) wrote:

While I am in no hurry to lose the $0 cost access to your blog, I contend your could develop a service-type offering on Commodities/PM and structure the analysis of companies along the lines of the Global Gains service:  political risk, currency risk, production risk, management, etc."

An idea:

1)      Create an e-mail address expressly for the purpose of gauging interest.  Have it on TMF main web page for a week and on your blog for 3 weeks, prior.

2)      Calculate a cost for your time and communicate it.

3)      Ask for non refundable first month subscription payments

If it doesn’t work out, you can keep the checks for your time or void / shred them.

This would be good for us, you and add value to TMF.

 

I say, go for it!

 

 

 

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