Jeff N was chatting with silverun this am. They raised some good points about a couple of silver companies. Jeff also mentioned that I do the mining summaries. That true, I have been doing them since we moved over to the beta site, in July of last year. I 've done 70 or so.
Doing the summaries is teaching me to be more objective. I am getting used to looking over the business model, location and grades of properties, the financials, share structure and to some extent the corporate structure of these companies.
Even beyond the business, before investing, I am trying to be more cognizant of th lifecycle of the mine(s), and am trying to improve the timing of my investments. While I don't do investments as a business, it has been a hobby for while.
Chad, Jeff and I love to bat around the companies we are looking at, and we all benefit from the interaction. We vary a great deal in term of investment style, even though we may like some of the same companies.
I will be happy to look over stock/companies you have and interest in. I will either post you feedback/information, if not post a summary of the company on the website. I find with many of the potential investments, the devil is in the details.
I have attempted to do this in the group DUALLIES. I began that on the old site, as a venue for interaction. I started it to talk about dual listed stock on both the TSX and in other markets such as the AMEX or OTC/PK etc... It has been overshadowed with the bulletin boards, and many ongoing discussions.
I still don't see many discussion about investment style, vs just economics. I would love to here what everyone thinks about the timing and weighting of their investments. Boot