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.