Thanks for the link to the article; that guy's blog is interesting as well...

I wanted to ask for your (and anyone else's) thoughts on the lag time until good times in bigger gold stocks lead to money coming into the little guys, like Tyhee.

I mentioned some points about this in my previous post, but here is another:

Once things get rolling in earnings season, the solid producers should attract more and more investors, and, at a certain point, some interested investors will start looking further down the foodchain, and some producers might start doing so in order to provide their shareholders with future growth.

One might ask "What is different about the situation further down the food chain this year as compared to last?"

To answer this question, one could point to the battered share prices of almost all juniors in the fear-frozen junior sector; however, one other important thing has happened to the juniors: there has been a sort of triage of the juniors and I think the companies who remain attractive enough to come out of this in a profitable way (at least at the beginning of an initial move up) are few.

What this means is any skyrocket in the gold sector last year would have had people running pele-mele to any juniors out there (a bit like during the dot-com craze), and we know there were/are a lot of companies to choose from. This year, however, people are going to be much more selective and the money will initially go to few juniors.

Obviously, if things pan out in this way, it is good news for solid juniors but could be disasterous for weaker ones. At this point, I must admit that I feel ill-equipped to judge if my juniors (ones like Tyhee and Kimber) are weak or strong because I just do not know anymore what metrics to analyze things by.

At the same time, I cannot help but believe that a storm is brewing, and when it hits there will be a foray into the juniors: the people that run very profitable producers know darn well that they will have to replace their resources as they mine, and they are not the kind of people not to plan ahead. JP mentioned his carefully-planned shopping list; he is surely not alone. Sometimes I just feel it is a little too quiet in the junior sector to be "realistic", like just before a strong summer storm.

To bring this long-winded post (sorry) to an end, I would ask the following question: Is it far-fetched to believe that Tyhee's ounces of gold in a safe jurisdiction, positive PA, absence of debt, quality management team, blue sky potential (both horizontally AND vertically), etc., etc. cannot help but be attractive to investors and resource-starved producers in the very NEAR future?????

As always, thoughts appreciated (sorry for the rambling),

stone