RE: BNN Comment I don't know how many here remember CMGI during the internet splurge/purge, but it may give some hints about where SSL were to go should gold explode upwards.
CMGI was an "internet incubator". I look at it like it was to the internet what SSL, SLW are to mining...."mining incubators" you could call them I guess.
Now should gold explode (up, of course), the fact that Carrasco thinks the producers will hold more leverage could be severely misguided.
The fact that SSL doesn't share the cost structure of the producers also argues against the fact they don't have as much leverage...they actually have more....it's just spread over several mines instead of one.
CMGI got a piece of the companies everyone loved, and for that, they loved CMGI even more. SSL sits in the same position.
This is all pie-in-the-sky, and I'm not saying were going to have a similar melt-up in gold that we had in internet companies (which we very well could, mind you).
Just saying....