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nsomniyak

09/06/06 12:59 AM

#53386 RE: kipp440 #53375

thanks Kipp.

I sold my EZM as I think much of the upside has been pre-empted with the merger.

HudBay and Breakwater are on my short list of stocks to watch.

I would agree--if there is a shortage, it is not the story stocks that will do best. Metals consumers will need metals NOW. I think the companies with some metal above ground, current production, and the prospect of adding production volume in the relatively short term will do best.

Thanks!



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nsomniyak

09/06/06 9:07 AM

#53408 RE: kipp440 #53375

kipp or anyone -- regarding Breakwater, I see that there are some tradeable warrants--BWLRF.PK.

Do you know the terms of these warrants (strike and expiry)? Do you think these might offer a more leveraged way to play Breakwater?