Bobwins - I Vote For Option 2!!!!

You don't need to go to Vegas if you are holding EOG/EPEX options lately. Holy Smokes what a Roller Coaster!

Come on Mother Nature!

Kipp

Anyone have link for earnings announcements. I am looking for TRMA earnings date.

Thanks,

Kipp

Wallenchuck Wednesday

Not sure what that is but I can tell you what "Upchuck Tuesday" is. All I have to do is look at my Streamer, PUKE!

Kipp

SSKILLZ1 - Zinc, Copper TGB,EZM,BWLRF

I hear what you are saying about the rocket ride these stocks are on! Look at this link and scroll down, look at the zinc price going parabolic, and then scroll down and look at the supply (LME inventory), what should we call that? Is there a word for "reverse" parabolic?

http://www.kitcometals.com/charts/zinc_historical_large.html#1year

Now ask yourself what could change the inventory draw down picture. I can't see anything short of the global economy hitting a brick wall that will keep zinc inventories from getting even tighter.

Copper on the other hand has had some inventory build, but that seems to be reversing of late, and the price just keeps going up, up, up.

http://www.kitcometals.com/charts/copper_historical.html

It seems like a huge pull back should be coming I know, but when and from where remains to be seen.

Good luck and thanks for pointing out EZM!

Kipp

DNO.OL, PAR.OL S D R L

I have shot my mouth off several times about how much I like Norwegian stocks. "Have you ever seen anyone burn a Norwegian Flag in the Middle East and shout "Death to Norway", I barked".
Well, they are not only burning the flag, but they are burning embassies too!

http://today.reuters.co.uk/news/newsArticle.aspx?type=topNews&storyID=2006-02-04T222025Z_01_L036...

The Middle East is going to hell in a hurry. It looks to me like a bumpy ride is dead ahead.

This is not good, oil prices have only one way to go........UP!

Kipp

Sell WIFE buy BOAT

March 2nd 12:10pm

1st time I have seen this in mainstream press!

These are usually Rouge type of stories, today it was in the USA today:

http://www.usatoday.com/money/perfi/columnist/waggon/2006-02-02-dollar_x.htm

zinc, copper, oil, gas, gold, diamonds, euro, nok

It seems to me that we are in a rock and a hard place.

If we are going to get other countries to float our out of control federal deficit, we need to raise interest rates to sell the bonds.

If we raise rates we kill the consumer and real-estate in the USA.

The dollar tanks, and then what?

I am long zinc, copper, oil, gas, gold, diamonds in Canada, Norway and a little Euroland.

Does anyone care to comment on what they think will happen to commodities other than gold if the dollar tanks?

Will oil prices rise because they are priced in a falling USD? Even if demand for oil drops off in an economic slow down does anyone think Euro or NOK based oil companies will do better?

???

Zinc/Copper Pension Funds = NO BRAINER

Copper, Zinc, Lead Prices Climb as Funds Seek Higher Returns
Feb. 3 (Bloomberg) -- Copper, zinc and lead prices rose to records in London on demand from pension systems and mutual funds seeking returns unavailable in the stock and bond markets.

``In recent months we have seen a whole different type of fund come in,'' said Angus MacMillan, an analyst at Bache Financial in London. ``Myself and a number of my colleagues who have been in this business for years have never seen anything like this.''

Copper for delivery in three months rose $26.50, or 0.5 percent, to $5,020 a ton on the London Metal Exchange after reaching a record $5,050. Zinc rose $25, or 1.1 percent, to $2,408 after reaching $2,416. Lead climbed as high as $1,435 before erasing gains.

An index of LME base metals, including copper, lead and zinc, has gained 49 percent in the past year. The MSCI World Index, which measures stocks in 23 major markets, has climbed 13 percent in the past 12 months. The MSCI World Sovereign Index, which includes the debt of 21 major markets, has dropped 0.4 percent.

Fund investments in commodities will soar almost 50 percent to $120 billion this year, Standard Bank in London said in a report yesterday. Hermes Pension Management Ltd., which oversees the biggest U.K. pension fund, said last month it is investing 1 billion pounds ($1.8 billion) of BT Group Plc's retirement plan in commodities, its first such investment.

``With this cash influx, the market has become something of a self-fulfilling prophecy,'' said Standard Bank, which trades metals on the LME. ``As new money enters, it takes prices higher, attracting further money to capitalize on the returns.''

Copper Demand

Copper also gained amid forecasts that demand may outpace production in 2006. The deficit will be 147,000 tons, Morgan Stanley said last month. A production shortfall in 2005 boosted LME copper prices 40 percent.

Mine disruptions may also curb production. Rio Tinto Group, the world's third-largest mining company, said today it plans a temporary shutdown of a plant at its Kennecott Utah copper project in the third quarter. The shutdown will last for as long as 50 days.

Manufacturing in the euro zone grew for a seventh month in January, according to data released Feb. 1 by NTC Research Ltd.

``There are definitely signs that consumer demand has been picking up,'' said Adam Rowley, an analyst in London at Macquarie Bank. ``Funds are buying heavily.''

Still, some analysts are predicting copper will slump in 2006 because record prices will spur higher production by mining companies. Maqsood Ahmed, an analyst at London-based Calyon Global Trading, one of 11 companies trading on the floor of the LME, said today in a report that an extra 1 million tons of mine output may come to the market in 2006.

`Surprised Us All'

``The copper rally has surprised us all, even the die-hard bulls among us,'' Edward Meir, an analyst for Man Financial in Darien, Connecticut, said in a report. In a December and January survey by Bloomberg, Man forecast copper would average $4,365 a ton in 2006.

Zinc demand this year is also forecast to exceed production. Canadian miner Teck Cominco Ltd. said yesterday zinc output at its jointly owned Antamina mine in Peru may fall 30 percent this year because of changes in ore mix and grades.

Nick Hatch, an analyst at Investec Securities in London, estimates zinc use will exceed global output this year by 310,000 metric tons. Demand for the metal, mostly used to protect steel from corrosion, is rising in China, the world's largest consumer.

``We believe this a long-term event, and potentially could last for a decade,'' Greig Gailey, chief executive officer of Australian zinc miner Zinifex Ltd., said in an interview. ``It's a fundamental change in the demand for metals.''

In London, lead dropped $15, or 1.1 percent, to $1,400 a ton. Aluminum gained $15, or 0.6 percent, to $2,633. Nickel was unchanged at $15,200. Tin dropped $155, or 1.6 percent, to $7,750.

Copper futures for March delivery was little changed at $2.308 a pound on the Comex division of the New York Mercantile Exchange.



To contact the reporter on this story:
Simon Casey in London at scasey4@bloomberg.net

Last Updated: February 3, 2006 15:27 EST

cl00l - EZM There is overhead due to this news:

http://biz.yahoo.com/bw/060125/20060125005445.html?.v=1

This news was posted the other day. There may be a lid on the pps until some more shares trade hands. I am not as up to speed as others on these deals. There is also a gap in the chart around $1.19 so it may dip to fill that gap, if it does I will be all over it as I have orders in at $1.20 and $1.21, may never get there but I am hopefull.

The spring is coiling on this one. Just look at BWLRF and TGB, what were people buying when they sold BWLRF at $.35 and TGB at a buck???

I hope we get a smooth start to the EZM zinc mine! I've never seen one start without problems yet but we can hope!

Kipp

trma trmaz re-post

http://www.investorshub.com/boards/read_msg.asp?Message_id=9215713&txt2find=trma

Len - EOG EPEX Sell Signal

Len, there is a cold snap coming to KC.

http://wwwa.accuweather.com/forecast-15day.asp?partner=accuweather&myadc=0&traveler=1&zi...

I have a bunch of EOG and EPEX options that expire soon. I need you to be honest and tell me the truth if you turn your furnace on around Feb 7th or 8th. If you are so stead fast in your ways that you don't turn the heat on, at least let me know if your pipes freeze. This will mark the peak of winter and be a strong signal for me to put my hot finger on the sell button!

Be honest!

Kipp

Len- Yahoo Heart Attack!

Every day for 3 years I have been getting up at around 4:00am and the first thing I do is go to Yahoo Finance and start poking around in my portfolios. A few minutes ago I opened it up and all of my portfolios were gone! Panic, chest pain, where are they? A few choice &%#$@* words....and then I see the tab. I have about 60 portfolios so I can't imagine your pain. ARRRRRG!

Thanks for being you and doing what you do for this board. I am sorry it just got that much harder.

I feel your pain!

Kipp

cl00l - ARSD

I am with you 100%. The chemical business will carry the day. However, it is still exciting to find something in a 10Q, that might be worth something, and the company hasn't pumped it at all. The fact that they don't pump the mining potential is a big plus. You are right though, if they go it alone on the mine development, I'm out. However, in the 10Q they admit they know nothing of operating a mine and will enter a joint venture or hire experienced consultants.

I ignored every post that started with ARSD for months because it was a pinky. Wish I had paid more attention, I should stay more open minded.

Good Luck!

Kipp

TGB EZM BWLRF Zinc -"Asset Class Shift"?

I keep thinking zinc and copper are due for major correction. Parabolic? But $110 billion infusion from pension funds in the coming year? TGB, BWLRF, EZM may run some more.


Commodities: Zinc price likely to extend gains on global shortage
Simon Casey Bloomberg News

MONDAY, JANUARY 30, 2006


LONDON Zinc prices have risen so fast that Robin Bhar, a metals industry analyst for 22 years, is about to raise his forecast for the second time in two months.

"We've all been left behind," said Bhar, who works in London with UBS. "It's just phenomenal. No one in their wildest imagination thought it would get to these levels."

Zinc has almost doubled since July 15 to $2,250 a metric ton on the London Metal Exchange, where it traded at record levels for 11 straight days this month. Prices may stay high as China increases imports and mining companies struggle to expand production.

"There is a global shortage," said Greig Gailey, chief executive of Zinifex, a zinc supplier based in Melbourne. "New mine development is a lengthy process, and it's difficult to see new mines coming on stream in the short to medium term."

Zinifex has no new mines planned until 2008 at the earliest.

Driving the market is China, where a booming economy is stoking demand for the metal, which is used as a rust-resistant coating for steel in buildings, cars and appliances. Rising prices have increased profit for companies like the Swiss company Xstrata and the Canadian company Teck Cominco, the world's biggest zinc miner.

The jump has raised raw material costs for steel makers like Arcelor and Mittal Steel.

Pension funds and speculators are joining the rally in zinc and metals including copper, aluminum and gold, seeking an alternative to stocks and bonds.

Money held by funds tracking commodity-linked indexes will rise 38 percent this year to $110 billion, according to Barclays Capital. Hermes Pensions Management, which oversees Britain's largest pension fund, said two weeks ago that it would invest £1 billion, or about $1.8 billion, of BT Group's retirement plan in commodities including metals.

"Two, three, four, five years ago, we would have seen that with the hedge funds, but not the big state pension funds," Bob Diamond, chief executive of Barclays Capital, said last week. "We are seeing an asset class shift."

LONDON Zinc prices have risen so fast that Robin Bhar, a metals industry analyst for 22 years, is about to raise his forecast for the second time in two months.

"We've all been left behind," said Bhar, who works in London with UBS. "It's just phenomenal. No one in their wildest imagination thought it would get to these levels."

Zinc has almost doubled since July 15 to $2,250 a metric ton on the London Metal Exchange, where it traded at record levels for 11 straight days this month. Prices may stay high as China increases imports and mining companies struggle to expand production.

"There is a global shortage," said Greig Gailey, chief executive of Zinifex, a zinc supplier based in Melbourne. "New mine development is a lengthy process, and it's difficult to see new mines coming on stream in the short to medium term."

Zinifex has no new mines planned until 2008 at the earliest.

Driving the market is China, where a booming economy is stoking demand for the metal, which is used as a rust-resistant coating for steel in buildings, cars and appliances. Rising prices have increased profit for companies like the Swiss company Xstrata and the Canadian company Teck Cominco, the world's biggest zinc miner.

The jump has raised raw material costs for steel makers like Arcelor and Mittal Steel.

Pension funds and speculators are joining the rally in zinc and metals including copper, aluminum and gold, seeking an alternative to stocks and bonds.

Money held by funds tracking commodity-linked indexes will rise 38 percent this year to $110 billion, according to Barclays Capital. Hermes Pensions Management, which oversees Britain's largest pension fund, said two weeks ago that it would invest £1 billion, or about $1.8 billion, of BT Group's retirement plan in commodities including metals.

"Two, three, four, five years ago, we would have seen that with the hedge funds, but not the big state pension funds," Bob Diamond, chief executive of Barclays Capital, said last week. "We are seeing an asset class shift."

LONDON Zinc prices have risen so fast that Robin Bhar, a metals industry analyst for 22 years, is about to raise his forecast for the second time in two months.

"We've all been left behind," said Bhar, who works in London with UBS. "It's just phenomenal. No one in their wildest imagination thought it would get to these levels."

Zinc has almost doubled since July 15 to $2,250 a metric ton on the London Metal Exchange, where it traded at record levels for 11 straight days this month. Prices may stay high as China increases imports and mining companies struggle to expand production.

"There is a global shortage," said Greig Gailey, chief executive of Zinifex, a zinc supplier based in Melbourne. "New mine development is a lengthy process, and it's difficult to see new mines coming on stream in the short to medium term."

Zinifex has no new mines planned until 2008 at the earliest.

Driving the market is China, where a booming economy is stoking demand for the metal, which is used as a rust-resistant coating for steel in buildings, cars and appliances. Rising prices have increased profit for companies like the Swiss company Xstrata and the Canadian company Teck Cominco, the world's biggest zinc miner.

The jump has raised raw material costs for steel makers like Arcelor and Mittal Steel.

Pension funds and speculators are joining the rally in zinc and metals including copper, aluminum and gold, seeking an alternative to stocks and bonds.

Money held by funds tracking commodity-linked indexes will rise 38 percent this year to $110 billion, according to Barclays Capital. Hermes Pensions Management, which oversees Britain's largest pension fund, said two weeks ago that it would invest £1 billion, or about $1.8 billion, of BT Group's retirement plan in commodities including metals.

"Two, three, four, five years ago, we would have seen that with the hedge funds, but not the big state pension funds," Bob Diamond, chief executive of Barclays Capital, said last week. "We are seeing an asset class shift."

LONDON Zinc prices have risen so fast that Robin Bhar, a metals industry analyst for 22 years, is about to raise his forecast for the second time in two months.

"We've all been left behind," said Bhar, who works in London with UBS. "It's just phenomenal. No one in their wildest imagination thought it would get to these levels."

Zinc has almost doubled since July 15 to $2,250 a metric ton on the London Metal Exchange, where it traded at record levels for 11 straight days this month. Prices may stay high as China increases imports and mining companies struggle to expand production.

"There is a global shortage," said Greig Gailey, chief executive of Zinifex, a zinc supplier based in Melbourne. "New mine development is a lengthy process, and it's difficult to see new mines coming on stream in the short to medium term."

Zinifex has no new mines planned until 2008 at the earliest.

Driving the market is China, where a booming economy is stoking demand for the metal, which is used as a rust-resistant coating for steel in buildings, cars and appliances. Rising prices have increased profit for companies like the Swiss company Xstrata and the Canadian company Teck Cominco, the world's biggest zinc miner.

The jump has raised raw material costs for steel makers like Arcelor and Mittal Steel.

Pension funds and speculators are joining the rally in zinc and metals including copper, aluminum and gold, seeking an alternative to stocks and bonds.

Money held by funds tracking commodity-linked indexes will rise 38 percent this year to $110 billion, according to Barclays Capital. Hermes Pensions Management, which oversees Britain's largest pension fund, said two weeks ago that it would invest £1 billion, or about $1.8 billion, of BT Group's retirement plan in commodities including metals.

"Two, three, four, five years ago, we would have seen that with the hedge funds, but not the big state pension funds," Bob Diamond, chief executive of Barclays Capital, said last week. "We are seeing an asset class shift."

doctor - This board is "PRICELESS"

I have been here since the RB days and then Bobwins and Hweb moved over here and started this one. Len, SSKILLZ1, and countless others put their heart in organizing and sharing everything mentioned here. You are right to take a step back, read the board info, and especially take note in this part at the end:

"Overall, the Goal of VALUE MICROCAPS is to encourage sharing of good information by honest posters. We strive for a Win/Win situation where all of us gain by sharing information in a trusting environment. While internet investing can be competitive and individual,we have proven that sharing good information is profitable and personally rewarding.

Good luck in your investing, Bobwins"


doctorofstock, I know you are welcome here, just tread lightly.

Goog Luck!

Kipp

doctorofstock - one question

How much did you pay for our list?

2morrowsGains - ARSD

I read the filings for a third time. The new unit introduced for tolling in October 2005:
"Toll processing fees are expected to rise in
the fourth quarter of 2005 as expanded facilities for a major customer were
completed in October 2005. The revised contract with this customer will
generate additional processing fees and contains a capital repayment
feature. The project began operations on schedule (considering the
hurricane caused delay) and is producing high quality products in the
volumes requested by the customer."

...the new contract for raw material increasing from 65k barrels to 80k barrels per month , and the hedging program, should keep earnings up for the last quarter. They are building a storage tank at their end of the pipeline as well.

When Bobwins mentioned the mining project was a scam, I stopped dead in my tracks. I went back and looked at the pattern of scams in the past, ARSD doesn't fit the profile of a bunch of scam artists. Look at their web site, not one mention of anything to do with ANY mining claims. Only back several years can you find anything on a Google search. The only place they talk about it is in the SEC filings. If they start mass email spam or issue b.s. press releases I'm gone!

I hate getting scammed! I have an email in to the company asking if I can speak with someone about investor related questions. I will keep you posted on what comes back.

This is either going to turn out to be a great comeback story in the specialty chemical business WITH a mining claim worth big bucks, OR a trail of tears! Time will tell.

Link to Google search results for Al Masane: http://www.google.com/search?hl=en&q=Al+Masane+&btnG=Google+Search

Whyme2005 - I am adding RICK to my economic indicators:

From 10Q: (Also make note of last sentence aimed at wall street and big corporate)

"Risk of Adult Nightclubs Operations

Historically, the adult entertainment, restaurant and bar industry has been an extremely volatile industry. The industry tends to be extremely sensitive to the general local economy, in that when economic conditions are prosperous, entertainment industry revenues increase, and when economic conditions are unfavorable, entertainment industry revenues decline. Coupled with this economic sensitivity are the trendy personal preferences of the customers who frequent adult cabarets. We continuously monitor trends in our customers' tastes and entertainment preferences so that, if necessary, we can make appropriate changes which will allow us to remain one of the premiere adult cabarets. However, any significant decline in general corporate conditions or uncertainties regarding future economic prospects that affect consumer spending could have a material adverse effect on our business. In addition, we have historically catered to a clientele base from the upper end of the market. Accordingly, further reductions in the amounts of entertainment expenses allowed as deductions from income under the Internal Revenue Code of 1954, as amended, could adversely affect sales to customers dependent upon corporate expense accounts."

roguedolphin/ALL - I agree with this idea from your post:

".....we are fast approaching the point at which the U.S. government will have to choose between crushing hocked-to-their-eyeballs American consumers by continuing to increase interest rates (a rock) in order to keep the dollar attractive to the foreigners who lend U.S. markets about $2 billion per day… or letting the dollar tank (a hard place), triggering all sorts of fiscal unpleasantness"

My questions are open to everyone on this board:

1.- What will the price of oil and base metals do if interest rates go up and/or U$D tanks?

2.- Will China and India continue to grow while we tank?

3.- Will the Canadian Dollar, backed by natural resources, rule North America?


I am overweight oil, ngas, zinc, copper, gold, and diamond companies, mostly in Canada and Norway, and interested in what everyone else here thinks about these commodities and the Canadian and Norwegian currencies.

Also, this statement was made "precious metals, the ultimate tangible." I have a problem with that statement because I am like Len and feel that gold is more of a dooms day tangible. It seems to me that if the rest of the world keeps turning while the USA tanks, the ultimate tangible will be oil, copper, zinc, and other consumable tangibles.

I suppose the biggest question of all is WHEN will we see higher rates and a weaker $. I did really well in the market last year and stayed 100% invested. I made the mistake of watching NBC Nightly News Friday and it made me want to cash out and hide under my bed! Palastinian election won by Hamas, Iran showing off missiles, the usual Iraq footage, $260's something $/bbl oil prediction from some guy, YIKES!

Thanks,

Kipp

Zen - ARSD was delisted in 2000 due to not meeting the minimum share price requirement as I posted from edgar. Your comment

">> But actually, I think they probably went to the pinks because of this (from their 10K):"

and then the exerpt from the 2003 10k was totally off base. You are suggesting that a major SEC violation caused delisting, when what really happened was financial devistation caused by no hedging and a several hundred percent rise in their raw material cost, thus the stock price falling to pennies, and then the delisting.

As for "I began doing DD on ARSD because I was interested....but I decided the majority ownership structure, the overdue loan, and the environmental issues made it a company I don’t want to invest in." That's a great statement of your opinion, and I respect that no problem. It is the distortion of material facts that I have a problem with.

Good luck and thanks for posting the link to their web site.

Kipp

ARSD - cl00l we may be looking at a great undervalued find here! After reading everything I have found so far, it looks to me like a few good ole boy Texans got a 30 year lease on a nice little mining claim. They were about to develop it when the bottom fell out of their core business. In the mean time, they get their act together in their core business and low and behold zinc and copper hit ALL TIME HIGHS. The core business is real, the mining claim is real, and the board of directors are real OLD! One of them is 88 years old. I hope this story unfolds the way I think it might.

Look at these charts and tell me the viability potential:

http://www.kitcometals.com/charts/zinc_historical_large.html#5years

http://www.kitcometals.com/charts/copper_historical_large.html#6months

Len - Zen lunatic posted this "crap" earlier this evening and I do not appreciate it one bit. Thanks for helping me understand the facts about delisting.

Posted by: Zen lunatic420
In reply to: kipp440 who wrote msg# 33900 Date:1/26/2006 5:54:36 PM
Post #of 33945

ARSD Rocked the Casbah today. I don't think anyone doubts the company is real, here's their refinery:
http://terraserver.microsoft.com/image.aspx?T=1&S=11&Z=15&X=955&Y=8408&W=1&q....

>> But actually, I think they probably went to the pinks because of this (from their 10K):

By letter dated March 11, 2003, the Company was advised that the Division of Enforcement of the Securities and Exchange Commission ("SEC") was conducting an informal, non-public inquiry concerning disclosure matters relating to the Al Masane project and the Ministry's threatened termination of the Al Masane mining lease. The Company fully cooperated with the SEC in the conduct of the investigation, which became a formal investigation.

On October 16, 2003, without admitting or denying any findings of fact or conclusions of law, the Company agreed to a cease-and-desist order with the SEC settling alleged violations of the federal securities laws asserted by the SEC relating to developments not previously disclosed concerning the Company's mining lease for the Al Masane area of Saudi Arabia. In connection with the settlement, the Company agreed to (i) cease and desist from violating certain provisions of the Securities Exchange Act of 1934 and (ii) comply with certain undertakings designed to improve its reporting and record keeping practices and enhance its internal accounting controls. On the same date, without admitting or denying any findings of fact or conclusions of law, the Company's President and Chief Executive Officer, Hatem El-Khalidi, agreed to a cease-and-desist order with the SEC settling alleged violations of the federal securities laws relating to the same matter and agreeing to pay a $25,000 penalty. In connection with the settlement, Mr. El-Khalidi agreed to cease and desist from violating certain provisions of the Securities Exchange Act of 1934."

ARSD - Nov 2005 Saudi Official Publication mentions ARSD claim on page 4 "Copper and Zinc"

www.us-saudi-business.org/2005%20Mining%20Report.pdf

Copy above link into your browser and download 3 month old update.

ARSD - Al Masane Feasibility Study Update

http://www.wgm.on.ca/projects_me18.htm

ARSD Mine Information - Good info!

http://www.wgm.on.ca/history_al-masane.htm

researche59 ARSD I read the 8k but don't make the connection on the move to the pinks. I don't spend much time down here in the stock market abyss so go easy on me. I want to get a better understanding of how companies go .pk from.ob. I understand the move down from the NAS as that was clear in my previous post.

Does an SEC fine send you to the pinks?

TIA

ARSD delisted from NAS in 2000 but can't yet find when they went pink.

Here is link showing price going down to $.11/pps

http://sec.edgar-online.com/2002/07/10/0000950134-02-008327/Section6.asp

Still digging for pink info, anybody know when they went .pk?

Thanks,

Kipp

ARSD - cl00l I am so excited about this one because I don't know where you find a fully reporting company, with products I can understand, and a copper zinc lease nobody knows about, LISTED ON THE PINK SHEETS for a forword P/E of 3ish. This will be very exciting just to see what happens next!

MDF (mdpa) was the best turnaround I have ever been a part of. I hope this one turns out the same way. I need to call the company and do some more DD. I couldn't find the Molinari and Assoc. in Toronto via Google search???Hmmm. I just need to track them down and see what I think of them.

We should all drill down on this one because it could be a muti-bagger turn around. I will do what I can and report back here. Wish I didn't have a demanding "real" job....I could spend more time on stocks!

Good Luck And THANKS for input on this one.

Kipp

ARSD - 10Q is VERY Interesting, Big Surprise

I read the 10Q and all of the posts made on this board for ARSD. I agree that the company is real, got to the pinks because the energy spike killed them. Now they are healthy and making a come back! I have taken a good size position and see it as low risk with potential for big move when listed on the OTC.

HERE IS THE SURPRISE: Nobody makes any mention of the mining deal they may develop. With the price of metals this just might happen. You must read this entire excerpt from the 10Q to get the whole story: (There is a table that I can't get to print right but if you go to the link for the entire 10Q you can see it.)

"MINING SEGMENT. This segment is in the development stage. Its most
significant asset is the Al Masane mining project in Saudi Arabia, which is
a net user of the Company's available cash and capital resources.
Implementation of the project has been delayed over the last five years
because open market prices for metals were insufficient to attract
additional investment required to achieve production. As world economy and
metal prices have improved over the last year, investment viability has
improved and steps are being taken to take advantage of the improved
investment climate.

On February 23, 2004, the Company's President received a letter from the
Deputy Minister of Petroleum and Mineral Resources of the Kingdom of Saudi
Arabia stating that the Council of Ministers had issued a resolution, dated
November 17, 2003, which directed the Minister, or whomever he may
designate, to discuss with the President of the Company the implementation
of a work program, similar to that which is attached to the Company's
mining lease, to start during a period not to exceed two years and also the
payment of the past due surface rentals. If agreeable, a document is to be
signed to that effect. The resolution stated further that, if no agreement
is reached, the Ministry of Finance will give the Council of Ministers its
recommendation regarding the $11 million loan granted to the Company.

After discussions with the Deputy Minister, the Company President responded
in a letter to the Minister dated, March 23, 2004, that the Company will
agree to abide by the resolution and will start implementing the work
program to build the mine, treatment plant and infrastructure within two
years from the date of the signed agreement. The work program was prepared
by the Company's technical consultants and attached to the letter. The
Company also agreed to pay past due surface rentals, which totaled
approximately $586,000, in two equal installments, the first on December
31, 2004 and the second on December 31, 2005, and to continue to pay
surface rentals as specified in the Mining Lease Agreement. On May 15,
2004, an agreement was signed with the Ministry covering these provisions.
If the Company does not implement the program during the two-year period,
the matter will be referred to the Ministry to seek direction in accordance
with the Mining Code and other concerned codes. The Company is currently in
the preliminary stages of negotiations with a viable joint venture partner
and feels that sufficient progress will be made by the May deadline to
justify an extension of time, if necessary, on agreement with the Ministry.
The Company paid $266,000 of the back lease payments on January 3, 2005,
and is scheduled to pay the remaining $320,000 on December 31, 2005.

The Company is making preparations to implement the work program. After
initialization, the program will take approximately twenty-two months to
complete, after which commercial production would begin. The Company, on
April 20, 2005, signed an agreement with SNC-Lavalin Engineering and
Construction Company of Toronto, Canada ("SNC-Lavalin"), to update the


13

<PAGE>

feasibility study. The updated study will allow the Company to pursue
potential joint venture partners to manage the project and to obtain
acceptable financing to commercially develop the program. The prices of
zinc, copper, gold and silver have increased significantly over the last
two years. The updated study was completed in August of 2005. The study by
SNC-Lavalin updated the estimated capital cost and operating expenses of
the project. The firm concluded that capital expenditure of approximately
$115 million is needed to bring the mine into production with an additional
$6.7 million for a cyanide leach process for gold recovery. The study was
then turned over to a separate and independent consultant for further
analysis and to allow the economic feasibility to be reviewed. The
consultant, Molinari and Associates, Inc. of Toronto, Canada, ("Molinari")
concluded that the study by SNC-Lavalin was conservative and there were
many opportunities for cost savings and improvements in the projections as
presented. Based on average pricing for gold, silver, zinc and copper
during the last three years, Molinari determined the project's Internal
Rate of Return to be negative 1.68%. However, if current metals prices are
used, Molinari concluded that the project should produce an Internal Rate
of Return of 7.28% for the conservative case, and 13.0% if operating and
capital cost reductions are achieved. Molinari also believes that
increasing demand for zinc and copper from China and India will support
metal prices in the foreseeable future. The following chart illustrates the
change from the low prices of 2003 and 2004 to current levels:

<TABLE>
<CAPTION>
AVERAGE PRICE SPOT PRICE AS OF
FOR 2003-2005 09/2005 INCREASE
----------------- ----------------- ----------------
<S> <C> <C> <C>
GOLD $404.00 per ounce $453.00 per ounce $49.00 per ounce
SILVER $6.21 per ounce $7.15 per ounce $0.94 per ounce
COPPER $1.25 per pound $1.75 per pound $0.50 per pound
ZINC $0.50 per pound $0.63 per pound $0.13 per pound
</TABLE>

There is no assurance that even with favorable economic reports, a joint
venture partner can be located, a joint venture formed or, if it is formed,
that the joint venture would be able to obtain acceptable financing for the
project. Without a joint venture, the work program cannot be accomplished
as planned. Financing for the updated feasibility study was provided by an
advance from a major shareholder.

The Minister of Petroleum and Mineral Resources announced on April 2, 2002
that a new revised Saudi Arabian Mining Code would be issued, which would
expedite the issuance of licenses and has new incentives to encourage
investment by the private Sector, both Saudi and foreign, in the
development of mineral resources in Saudi Arabia. The mining code was
revised, approved by the Council of Ministers, and issued by Royal Decree
prior to the end of 2004.

The Company has communicated to the Minister of Petroleum and Mineral
Resources that the unreasonable delay in granting of the mining lease from
1983 to 1993 and the unreasonable threat of cancellation during 2000 to
2003, which was lifted in 2004, were the underlying reasons for the
Company's losses while maintaining its legal position in Saudi Arabia, and
which further caused the severe drop in the share price of its stock. A
request for fair compensation was made by the Company and denied by the
Ministry, as was a request for arbitration. The Company is consulting with
counsel on further steps which might be taken; however, any such action
will not affect the Company's right to implement the Al Masane project.

On June 22, 1999, the Company submitted a formal application for a
five-year exclusive mineral exploration license for the Greater Al Masane
Area of approximately 2,850 square kilometers, which surrounds the Al
Masane mining lease area and includes the Wadi Qatan and Jebel Harr areas.
The Company previously worked in the Greater Al Masane Area after obtaining
written authorization from the Saudi Ministry of Petroleum and Mineral
Resources, and has expended over $3 million in exploration work.
Geophysical, geochemical and geological work and diamond core drilling on
the Greater Al Masane area has revealed mineralization similar to that
discovered at Al Masane. The application for the new exploration license is
still pending and may be acted upon now that the new Saudi Arabian Mining
Code is issued; however, as is frequently the case when making such
applications with the Ministry, there is no timetable for action on our
application.

Management is also addressing two other significant financing issues within
this segment. These issues are the $11 million note payable to the Saudi
Arabian government and accrued salaries and termination benefits of
approximately $947,000 due employees working in Saudi Arabia (this amount
does not include any amounts due the Company's President and Chief
Executive Officer who also primarily works in Saudi Arabia and is owed
approximately $1,241,000).

ARSD - 10Q, I printed all 49 pages and will be reading it over. I never go pink but you guys have inspired me to take a look. I hate getting scammed, pink or no pink! Remember WRLT..... Puke! Still waiting for HQSM verdict. Got to read the K's and Q's!
Kipp

Copper and Zinc Story

Link:

http://www.bloomberg.com/apps/news?pid=10000087&sid=ae5Muk6jmaqY&refer=top_world_news

Thanks cl00l for ARSD info

I will do some reading!

Kipp

cl00l EZM and also your ASRD?

Thanks for the comments on EZM. I know what you are saying about delays in start-up. I am going to hunker down with the shares I have for now. I like holding assets that are still in the ground, ie "reserves" oil, gas, copper, silver, etc.

Can you post a few links for info on ARSD. I am assuming you mean this company:

Arabian American Development Co.
10830 North Central Expressway
Suite 175
Dallas, TX 75231
Phone: 214-692-7872
Fax: 214-692-7874

Arabian American Development Company engages in the refining of various specialty petrochemical products and developing mineral properties in Saudi Arabia and the United States. The company markets its products in Mexico, Latin America, and the United States. Arabian American Development Company was organized in 1967 and is based in Dallas, Texas.

Can you elaborate on this one?

THANKS and GOOD LUCK!

Kipp

SSKILLZI/Bobwins or Anyone - EZM News ???

Anyone following Eurozinc Mining want to help me understand this transaction.

http://biz.yahoo.com/bw/060125/20060125005445.html?.v=1

I have been doing very well with TGB and BWLRF with record zinc price. I have loaded up on EZM at average $1.26/sr after visiting their website and downloading the Jan presentation and seeing no value for 500,000 pounds of zinc coming on stream.

IS THIS A CHANCE TO LOAD UP THE TRUCK?

Here is the link to get the presentation, it is in orange print in the middle of the page:

http://www.eurozinc.com/s/Home.asp

THANKS!

Kipp

DNO ASA- Jaguar well - Update

http://www.dno.no/Templates/PressRelease.aspx?id=1542

"The Jaguar prospect is a stratigraphic trap located in the Northern North Sea Block 211/22b (Licence P1067) to the northeast of the Cormorant North oil field. The unrisked resource potential of the Jaguar prospect is estimated at 138 million barrels ( 69 million barrels net to DNO), assuming exploration and commercial success."

69 million x $69/bbl = $4,761,000,000 That's a bunch of cash!

The big update comes Feb. 15th.

Kipp

This may have Len turning heat on in Feb.

http://wwwa.accuweather.com/forecast-15day.asp?partner=accuweather&myadc=0&traveler=1&zi...

Len, Check out deadly cold in Europe!

I think 24 below zero would have you turning on the gas!

Here is a link:

http://www.cnn.com/2006/WEATHER/01/24/europe.cold.ap/

Kipp

EPEX 254% reserve replacement ratio, nice.

http://biz.yahoo.com/prnews/060123/nym086.html?.v=34