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Message: Re: ALL IN WITH CMM?
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Jan 09, 2010 11:44AM
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Jan 09, 2010 12:25PM
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Jan 09, 2010 12:51PM
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Jan 09, 2010 06:32PM
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Jan 09, 2010 06:42PM

I have been bogged down in the NOT fog the past couple of years. Yes it was nice to see the run up to the PP and subsequent partial retracment to current pricing. I was not happy with the FWR deal and the SP outcome. I took this well heeded tip to CMM and GNH and have found a renewed interest in investing. I took off the blinders, and remebered that old and forgotten term from business class 'opportunity cost'. I have been so focused and mired that I did not realize what I was missing before it was to late. For me to realize 40-50% gains in NOT during the Christmas break seemed unrealistic based on the last 3 years of holding. I am still confident in NOT to eventually prove up shareholder value just not in the short term.

As for CMM, we have what looks like a good consolidation plateau for the next leg up. Some thoughts as to why we have not hit .50 after financing? I realize we have gone up very fast over the last while to .40 range now plateauing. Are we taking a breather its good to see the volume, is this some profit taking, are the houses aligning their porfolios and looking for an entry point. Some questions for the Jan 12th conference call might still need to be addressed. With the mine power being turned on in Jan and the operations gearing up to production its not far off until spring. I look forward to enjoying the ride.

For the record I still own some NOT but not alot, I am in CMM, GNH and STM

Regards to all Jay

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Jan 10, 2010 10:24AM
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