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Re: kipp440 post# 53375

Wednesday, 09/06/2006 12:59:54 AM

Wednesday, September 06, 2006 12:59:54 AM

Post# of 174031
thanks Kipp.

I sold my EZM as I think much of the upside has been pre-empted with the merger.

HudBay and Breakwater are on my short list of stocks to watch.

I would agree--if there is a shortage, it is not the story stocks that will do best. Metals consumers will need metals NOW. I think the companies with some metal above ground, current production, and the prospect of adding production volume in the relatively short term will do best.

Thanks!



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