Value Microcaps Motherboard

[kipp440]

Wade

We all have our opinions and I respect all.

It is my opinion that there are still significant gains to be made in "unhedged" base metal companies that have large reserves in "safe" countries around the world. I feel that there are several ways that my stocks will benefit:

-Rising metal price due to higher demand

-Being acquired by other companies or private equity

-Buying back their own stock

-The current belief that the commodity boom is ending being dead wrong

-The weakening of the U.S Dollar coupled with inflation

If I am wrong and none of the above are in the cards for 2007 and beyond I stand to give back some of the money I have made in the past year+. On the otherhand, if I am right, valuations at these low P/E's could rocket.

I do think that the circumstances surrounding the current boom are way different than previous ones for all the reasons stated at the end of that report.

We shall see what we shall see!

Good Luck,

Kipp