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Re: kmx_swing post# 10

Saturday, 05/30/2009 3:53:30 PM

Saturday, May 30, 2009 3:53:30 PM

Post# of 33
some notes on request
MMG - very low average volume, very low and declining stockholders equity, therefor seems to be delisted from Amex soon, no revenues so far, potential at Sierra Mojada announced just week after delisting troubles could be just a fairy tale to allow some dilution. Not good for investment, no real value behind it so far. Very risky, good only for bet and only with few dollars because of low liquidity. here you would depend on the group of pumpers. If they come or not.
But that is only first look. There could be something behind but in this stage it is not worth to dig in it detaily for me.
CDE- nice volume, book value almost 2x higher than actual PPS, regular revenues, silver, gold, zinc and lead are definitely perfect protection against inflation and weak dollar. The problem could be debt which is at the moment 2x higher then revenues used to be in good years...Therefor I would prefere to buy this one only on dips and I would quit with every profit. For long hold the debt would be a bit scary for me. I will add it to the board anyway.

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