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First Asset Morningstar Emerging Markets Composite T.EXM.A



TSX:EXM.A - Post by User

Comment by mr_man_0915on May 16, 2007 10:39am
292 Views
Post# 12788917

RE: Exmin Weekly Chart

RE: Exmin Weekly ChartWell....since I own a couple of them too, I indeed hope its a case of great minds thinking alike rather than fool's seldom differing! Thanks for the comments on ADA. I've been eyeing it (mostly sp movement) for a few months and picking up info on them here and there. I've read all the posts on mr. d's other fav site, and had a sense there had been some frustration among the posters there relating to a lack of understanding or focus of the business model being roled out. Seems some of that has now resolved. I was a bit confused by mr. d's description of them going from explorer to successful producer...is the near term production you refer to the scotia zinc situation?...I understand that property was purchased rather than developed by current management per se....or were you referring to Coughlan's past with Gammon Lake?...of course they have brought scotia zinc back to production...and I do understand they intend to use cash flow from that to fund devleopment of gold properties and perhaps other opportunities. Gammon Lake was a good story here in NS; one I did not participate in directly. I know a good friend of the the president of Linear Gold, head offices here in Halifax, so I watch that too but the sp is too high for me with this particular set of holdings. I am admitedly leary of NS plays as my last one was Black Bull resources from years ago...I didn't get fleeced but that's quite a story if you are familiar with it, Mr. Haligonian. OT a few other companies.... I did pick up some of the exm shares mr. d couldn't...and off topic on a few others...been looking at some more gpr as I think the reaction to the recent lawsuit is overdone by some considerable degree (Matt B will be happy to hear that!) except I'm still not sure its undervalued or found its short term bottom....watching cuu and fni as they correct after long,healthy runs and I will be looking for a spot to go back in with the other half of my position on them (still long some shares in each)...small stake in pll just to see if they have a major turn around on expected news....own ipt and watching it idle for now...recently sold augen aug....own eso...it sucks but too much land not to have a little piece and down too much too quickly not to give it a chance to rebound for me personally....similar but better story seems to be can-alaska...some nice jvs there.... I've been watching another one for months called rmi romec mining and wonder if you folks know anything about it....it has this thermal fragmentation technology for thin vein systems that seems quite interesting...sp stuck in a tight range for months now....any of you who know more about mining than me ever look at this co or its technology? cheers and best of luck to you.
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