HIGH-GRADE NI-CU-PT-PD-ZN-CR-AU-V-TI DISCOVERIES IN THE "RING OF FIRE"

NI 43-101 Update (September 2012): 11.1 Mt @ 1.68% Ni, 0.87% Cu, 0.89 gpt Pt and 3.09 gpt Pd and 0.18 gpt Au (Proven & Probable Reserves) / 8.9 Mt @ 1.10% Ni, 1.14% Cu, 1.16 gpt Pt and 3.49 gpt Pd and 0.30 gpt Au (Inferred Resource)

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Message: The Watcher

I think that aptly describes my investment style. I have a dozen stocks or so that I watch and study. I do my due dilligence, get to know the people running the companies, on paper at least. And then I watch opportunities come and then watch them go. I am too slow to pull the trigger and sell a portion or all and the stock has a pullback. When there is a pullback, |I don't have the liquidity to jump in. It has happened so often, I could have retired by now. However, I am learning. And I recognize that NOT is in the "accumulate" phase. They are sitting on a great reserve, they have had drills turning for a couple of months with no report, despite our feelings about the BOD, they are pretty slick and will look after themselves. In doing so they will look after me because I am picking up what I can on the dips. I am not a TA guy but we seem to be bouncing on this bottom for a while now. I am sick of talking about the merits of the ROF and I am sick of watching. I am looking forward to the fall when I am anticipating all hell will break loose.

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Jul 14, 2010 08:22PM
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