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DONE_SONZ » Comments » AEM

  • Exploring Gold Miner Stocks: Mid-Year 2009 Analysis  [View article]
    I like AUY,but I didn't like the fact that they didn't give their investors much of an explanation.At least a specific one.They could have said for possible m&a activity or for what ramp up in production or exploration they are looking at.


    On Jul 02 12:25 PM West Coast Commentator wrote:

    > Yamana's sale of the San Francisco mine is not surprising, and a
    > testimony to what happens when an investment banker (Marrone) thinks
    > he knows better - for years this property was touted to be a 250,000
    > oz/year ultra-low cost jewel, only to disappoint once in production.
    > At less than 100,000 oz/year and with production costs above $500/oz
    > - good riddance. As a Yamana shareholder I hope they will do a better
    > job overseeing less mines. But with Marrone you never know - he always
    > overpays at the peak for some crap (Northern Orion). One very good
    > reason their PE lags behind (makes me kringe - why didn't I invest
    > in Kinross instead?).
    Jul 02 15:05 pm |Rating: +2 0 |Link to Comment
  • Blue Ridge Capital: One Hedge Fund That's Done With Gold [View article]
    Bad move.
    May 28 07:24 am |Rating: +7 0 |Link to Comment
  • Time for the 'Commodities Contrarian Contango' with Precious Metals and Energy [View article]
    How lame.The list goes on and on for what stocks and sectors have bounced alot of the bottom.Absolute trash.
    May 15 08:49 am |Rating: +6 -1 |Link to Comment
  • Invest in Gold Miners, Silver Miners, or Both? [View article]
    Yamana gold (AUY)
    Apr 23 07:24 am |Rating: +3 -1 |Link to Comment
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