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cliffvb

10/25/07 2:10 PM

#5750 RE: JustForFun7 #5747

BN- Very disappointed in the size of the secondary and how it was handled. BN needs a full-time CEO not a part time one. I sold 60% of my position yesterday but will probably hang on to the rest as I think it will eventually recover and move higher once they show results-even with all the dilution.
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Doug Hauser

10/25/07 2:18 PM

#5751 RE: JustForFun7 #5747

Hi read your post I am eyeing a bit more Golden Phoenix a moly junior thats pretty cheap. You ever consider it?
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cl001

10/25/07 3:03 PM

#5757 RE: JustForFun7 #5747

Yes, copper and moly probably the brightest spots among base metals. However, I have a sinking feeling about BM in general, I feel PM is likely to outperform BM, even energy is likely to outperform. Just a feeling because the world economy is slowing down for sure, we are even facing recession threats. BM may not be the bast place to be in this env. I put most of my money in PM and energy these day, the only exception is CS. Because CS has some silver exposure through SST ownership. By the end of next year, its cash and SST shares should worth close to 3 dollar if copper is stable. Very low risk BM play. The other base metal I own a lot is moly, I have WEX/GPXM/TCM/ROK/GMO. GMO and TCM are doing great, others are not, but I have high hopes for them.