Northern Dynasty Minerals Ltd. (USA) (NAK)

With gold moving because of tremendous upward average buying volume, home-buyer tax credit being extended, which cause housing starts to increase, therefore cause the demand for copper to increase, and the expectation of the dollar regaining its purchasing power[NAK] should move positively, over the next year;

Also, the Pebbles Group, which owns a controlling interest has cut its invesment in half[from 140 million-to-70 million] which I believe demonstrates that they feel they can achieve their gross/net margins, with less investments.

NAK currently has a $44yr price target;..should be atleast $11 after 11/16/2009 [3rd quarter]earnings announcement;

DISCLOSURE: I own 7.50-put/call options.

As gold approaches 1000, this stock will make a nice jump.

Incredible resources in the Pebble Partnership.
Experienced management
The funds to develop the Pebble project are committed from Anglo-American, which clearly has the resources to meet that commitment.
Balanced approach to environmental and social issues.
Validation of business plan by Anglo-American, Rio Tinto and Mitsubishi.
The question is not whether NAK will make money, but when. Should have lot's of upside as they meet milestones in the development of the Pebble project.

largest undeveloped gold mine in alaska

market go down, gold go up

When things turn around it will be a result of the governments around the world having pumped money of all kinds into the system. This will cause a surge in inflation as economies start to tick up. That's why I've been and continue to be bullish on precious metals and the miners of said metals. Really, anything that is sensitive to inflation is a good place to be.

The armageddon nuts and gold bugs always think that gold is the place to be, but in this case that does not mean they are wrong.

You can blame TMFBreakerDave for me adding pitches to so many of my picks.

StockTA.com screen

Zacks reccomendation on largest gold mine found in USA, Alaska

huge copper and gold deposits, majority holders are management, rio tinto, mitsubishi and anglo is paying 1.4 billion in development for 50% of the deposits. must do well over time.

Opportunity for jump on higher prices

We have this one going down but only for a very short period and based only on stock history charts:

http://www.stocktruth.com/chart.php?symbol=NAK

Northern Dynasty Minerals - A nice pop brings many questions asking what’s up? The share price didn’t seem to be the right answer. One could argue our friend from the Far East is buying. I can’t imagine they just wanted to go from 9% to 10%. Consolidation in the gold price should bring some profit-taking into NDM but the stock is starting to look good on the charts.

I more than doubled my money on my previous trade of NAK back in the Spring and this can be volatile as I would've trebeled if cashed during last Winter. It has been decimated on paper with the rest of the precious metals. The Alaskan vote was a boost to it, but hasn't really been priced into NAK just yet. Gold and copper have value for the future and I'm ready to go long again right now, despite what Nadler and Gartman might say.

luvb2b pick - I concur with such a low price but may be a little early on this one..

The crrent price of NAK is being driven down by several factors:

1) The oversall market conditions, especially the valuations in the commodity sector, i,e, gold, copper & molybdenum.

2) The fact that NAK's principal asset -- the Pebble Project, has not reached production and is still several year away from that so it's difficult to get excited about earnings with that long an event hoizon.

That said,the site work being done indicated that Pebble is one of the largest accessable ut unmined copper-gold-molybdenum deposits know in the world today. The sample drilling shows available ore value at many many multipes of the current market cap.

Given the significant invesments made by Anglo American PLC directly into the proeject and the indirect investments made in Northern Dynasty by Rio Tinto plc, and Mitsubishi Corporation and the progress so far in assay results, permitting preperation, etc. I beleive that Northern Dynasty is a real bargin now for those with the patience to hold for 2 to 4 years.

Largest gold deposit in the world

Logical take-over candidate

nak has bottomed out at about 9.50 but will take off just as soon as the permit for the pebble mine goes though. This is a great long term investment if you are willing to wait for it.

Info I have gathered that may help.

The Pebble Partnership Board has approved a $140.1 million budget to advance the Pebble Project in 2008. Planned activities include:

- a $61.6 million drilling program to upgrade a portion of the mineral resources in the Pebble East deposit to an indicated category to support the completion of a pre-feasibility study and also to test for the full extent of the deposit;

- a $30.2 million engineering program to support the completion of a pre-feasibility study, including detailed metallurgical testwork and infrastructure studies;

- a $24.9 million environmental study program to complete the Environmental Baseline Document for the Pebble Project, to support the completion of a pre-feasibility study and undertake ongoing monitoring; and

- a $14.8 million community engagement and public affairs program to advance stakeholder relationships, public education and project support.

The 2008 site program began in February. Some 157,000 feet of resource drilling is planned, focused on the Pebble East deposit. Six rigs are currently deployed, with over 22,500 feet drilled to date this year.

About $220 million has been invested in the development of the Pebble Project since 2002, including $87 million on environmental and socio-economic studies. The environmental baseline document is expected to be finalized in the first quarter of 2009, and will be used to evaluate various mine design alternatives prior to the submission of a proposed development plan for permitting.

With that said I think this company has a big future and should have a big long term.