*** ALL THINGS MONEY >>>> ATM ***

[Stinky_pinky]

Do I have any long term non-metal plays? In short, no...but read below.
Metals and mining is pretty much all I do. This kind of focus allows me to thouroughly analyze and DD these miners, bringing you and ATMers the most promising prospects.

Things I like about TAHO is that it is a spin-off of silver mining concession of Goldcorp. Even staffed by former Goldcorp and Glamis Gold CEO Kevin McArthur. Read "Good Management".

Tahoe Resources primary concession, The Escobal project is truely impressive and rivals the Fresnillo Mine in richness. Looking at the drilling results and preliminary reports was an eye-opener.

A brief synopsis:
"The Escobal project is a high-grade silver discovery located in Southeast Guatemala. In November 2010, Tahoe released a Preliminary Assessment[3] of the project completed by M3 Engineering. Escobal hosts an Indicated silver resource of 245.2 million ounces at 500 g/t average grade, and an Inferred silver resource of 71.7 million ounces at 271 g/t average grade. Capital cost for the 3,500 tonne per day underground mine and milling operation amounts to $326.6 million, yielding an 18 year mine life, a +50% after tax rate of return and an NPV(5) of $1.7 million. Over the first five years of operations, Escobal is expected to average 20 moz silver per year at a cash cost of less than $3.00 per silver ounce.

Production is projected for late 2013 with commercial production commencing in early 2014. The first five years of commercial production at the Escobal Mine are expected to reach 20 million annual ounces of silver at a total cash cost of less than $3.00 per ounce of silver produced, net of by-product credits."

Should be quite a money maker.

SWC is my platinum metal group play. They have diversified into recycling spent catalytic converters and have several long term supply contracts with big auto makers. As such they are linked to the fortunes of the same auto industry. Which in my opinion has been somewhat depressed these last few years. This is a value play for those that believe the auto industry demand for PGMs will increase.

I'm currently helping my brother-in-law with his ranching. Big rebound from last year's drought leads me to believe that agribusiness will do well this year. If your looking for non-metal/mining plays I would look to this sector to outperform. What do you all think about adding ADM to your dividend producing long term plays.
S~P