tag:blogger.com,1999:blog-2335748440449035592.post6722295805021566715..comments2008-04-08T10:44:45.437-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-13435774329655486482008-04-08T10:44:00.000-04:002008-04-08T10:44:00.000-04:00Not specifically - not familiar with either of those 2 names. The only moly exposure I had was the 10% of sales that you get when you buy Freeport (FCX) - 80% copper, 10% moly, 10% gold.<BR/><BR/>I'll pick around TC, on first glance GMO is smaller than my taste.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-30345038323903860132008-04-07T19:51:00.000-04:002008-04-07T19:51:00.000-04:00Have you looked into investing in molybdenum stocks? (i.e. TC, GMO) What are your thoughts on those?<BR/><BR/>New supply isn't likely to come into production until 2010. Molybdenum prices would average $30 a pound, according to Desjardins Securities. All good news for Thompson Creek Metals (TC) the second-largest publicly traded producer of molybdenum in the world. It costs the company about $6 a pound to produce molybdenum from its mines, and the company plans to increase production by designing a mill, increasing activity at its existing mines and opening its new Davidson project to mining in late 2008. All these steps would increase production to 29 million pounds in 2009 from 21 million pounds in 2007.Shenghttp://www.blogger.com/profile/01519985991268471033noreply@blogger.com