"Any more to add to the list?"

I would say GCU ( I am still keeping both eyes on SLI )

I'll add them to my shopping list. I think we really have to seek out quality in this market. Companies with good management, lots of cash and a viable deposit in a stable location. Those companies will fetch a premium down the road I'm sure - the trick is when to buy them.

My main concern is that the houses that finance, promote and hold these shares may themselves get into trouble as part of an overall credit crunch. If they can't get financing then neither can the juniors, and if they have to liquidate, guess what gets sold. Of course that would be the best time to buy, but for that you'd have to have cash.

Just thinking aloud here really. I haven't been all cash (85% actually - I always have some bets on) since 2000 when I bailed entirely just before the NAS came unstuck. Wish I could say the same for 2008 but my attention was distracted by a little gold co. down in Ecuador. Well, they're not getting me this time. I'm gone already - ebear has left the building.

ebear