Zu Szabos merklichem, aber sanft manövrierten Tonwechsel bezüglich SRLM, nochmal folgende Zitatreihe:
Alle drei Zitate zu finden auf:
Szabos Textende vom 5.4.07
ZitatAPRIL 5 2007 2:30PM -
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On the silver stock front, many shares are performing very nicely with some recent standouts such as Sterling Mining of Sunshine Mine fame. Sterling has gotten some recent attention from a newsletter or two and it appears that the progress toward mine startup, the excitement around SNS Silver and the Crescent (now somewhat abated), and the possible acquisition of the nearby Bunker Hill by a mining interest intent on development, have rubbed off on a few old shareholders and new investors. I pointed to the relative value of Sterling versus SNS Silver back in January and I believe there is still some room for Sterling shares to run, but investors do need to be aware of the risks. Among these are a pending lawsuit and disclosure issues which could create bad publicity in short order causing panic among investors and possibly punishing the stock down an elevator shaft. For this reason, I believe Sterling continues to be for speculators only: yes, the rewards are high but so are the risks. Of course, if you view major price weakness as an opportunity to average down, this may be the perfect stock for you. With patience, long term (in my opinion 3+ years) shareholders should be doing very well after some scary intervening moments.
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Am 07.04. erschien dann der hier im Thread ein Posting weiter oben zitierte & besprochene "Schmutzwäscheartikel" ... seltsam genug, dieses Timing. ...
Hier nochmal der Link:
http://news.tradingcharts.com/futures/6/3/91637236.html
Szabos Textende vom 9.4.07
ZitatAPRIL 9 2007 12:00PM -
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Several silver stocks are roaring ahead today, including a selection of those mentioned here recently such as Endeavour Silver (in a race with First Majestic and others to be the next world-class primary silver producer), Sterling Mining (now seemingly very intent on bringing the Sunshine Mine back into production ASAP in spite of recent clouds of doubt kicked up by backers of SNS Silver, which acquired for a song the Crescent Mine across the street from the Sunshine) and Silvercorp of China (a potential long term Ten Bagger according to my methodology). I consider these three companies special plays on silver mining, each with its own risks and rewards along with the ideal investor temperament for which each is best suited. For example, I recently noted that Sterling might be an interesting opportunity for speculative buyers when it got beat down to $2.75 in the wake of SNS Silver's highly-promoted arrival on the scene.Now, trading over $4.00, it is probably not as interesting an opportunity for speculative buyers (who would probably be best advised to book some profits) as it might be for patient, long-term investors looking to start accumulating a position with the understanding that some trials and tribulations still likely lie ahead.
Szabos Textende vom 11.4.07
ZitatAPRIL 11 2008 11:30AM -
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Precious metal stocks were generally weaker today in sympathy with the general equity markets. Notable standout silver stocks making moves higher included SNS Silver, Sterling, Silver Quest, Mines Management, Bear Creek, Excellon, Apogee, Canasil, Genco and Avino. The common ground among these stocks is that either they have recent positive news out or they are on the rebound from a significant recent beating. In any case, I mention this group because it represents a random but nicely diversified cross-section of junior silver stocks. A portfolio containing this junior group (or another group selected at random) should do at least as well over the medium to long term as any of the mainstream silver stocks, keeping in mind that the trading liquidity of juniors in the short term is inferior.
Schlüsse muss jeder selbst ziehen. Aber das riecht alles nach (negativem) Spin-Doctoring!
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Mein Fazit daraus ist eben folgendes:
Rein inhaltlich bewertet liegt Szabo schon immer auf einer Linie, mit dem, was er vorher geäussert hat ... !
Wobei aber der Tonfall - bezüglich der genannten "Risiken" sich zunehmend abschwächt.
Erst noch werden von ihm sehr drastische Bilder verwendet ("panic", "down an elevator shaft", "Sterling continues to be for speculators only").
Und dann werden diese "Risiken" zunehmend abstrakter formuliert ("trading liquidity of juniors in the short term is inferior"), - je weiter der Kurs der Sterling Mining über die Tage anstieg.
Schon interessant! Es bleibt spannend
Grüsse,
gutso