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Alias Born 09/03/2004

Re: Shkinferd post# 2187

Saturday, 09/27/2008 1:06:45 PM

Saturday, September 27, 2008 1:06:45 PM

Post# of 12971
The only question mark I have on ASFX is that they are merely distributing as compared to development, patent or ownership rights on the thermometer as an example.

SGCP and SRSR seem to have a bright future. My only question on LONG TERM aspects of mining relate to availability of energy. I listened to the presentations of three key analysts from the Sacramento ASPO conference this week and there are some pretty scary supply/demand scenarios that place a rapid rise in cost and loss of availability to hit between 2009 and 2011.

Even Shell is questioning the viability of mining the oil sands on a profitable basis due to energy/capital equipment cost escalation.

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