Hi All,

As you know I am writing a number of articles for Moneyweek and I'd thought I'd start a thread linking to them as and when they go up.

Here is the main page:

http://www.moneyweek.com/file/37815/dominic-frisby-.html

And here is my latest:

(DrB - thanks for the line 'kiss it goodbye')

http://www.moneyweek.com/file/41068/what-t...n-for-gold.html

You're in the Money/week... : YouTube video

We're in the money,
We're in the money;
We've got a lot of what it takes to get along!
We're in the money,
The sky is sunny;
Old Man Depression, you are through,
You done us wrong!

We never see a headline
'Bout breadline, today,
And when we see the landlord,
We can look that guy right in the eye.
Look that guy right in the eye-
Look that guy right in the eye-

We're in the money
Come on, my honey
Let's spend it, lend it, send it-
Let's spend it, lend it, send it
Rolling, rolling-
Rolling around!

(Additional Verse):

Gone are my blues,
And gone are my tears;
I've got good news
To shout in your ears.
The silver dollar has returned to the fold,
With silver you can turn your dreams to gold.

/see: http://www.stlyrics.com/lyrics/42ndstreet/wereinthemoney.htm

- -

:: NICE Chart - from the Moneyweek article
:: Gold-in-Sterling

Great article Dominic!



ROFFATM?

Like the recent silver articles - took advantage this week bought Great Panther = Great Value at $1.

Well done.

That went down to 80 at one stage yesterday! Ridiculoulsy cheap. I bought at 1.20 and thought I was being clever!

Also bought EDR at $3.48. Watching Esperanza, Impact and First Majestic - re read your article to find your target price on FM. Was it sub $4? Couldn't find a mention in the online article.

FR was a buy on Monday below $4. It has been very frustrating share, but it should do well this year as there are no more cheap warrants holding the price down.

I'm waiting for that spike in silver. I'm hoping for a move starting in Feb that will take us back to a gold:silver ration of 40 from today's 55 by May.

Frizzers and co.

OK, I've got the junior bug but I need to be realistic balancing my job with the work required. Are there any funds I can buy instead focussed on juniors that will do the sifting for me?

I dont know what money is involved,
but you might consider asking Jim Puplava to manage it.

Or if in London, look at:

Ambrian Capital / AMBR.L
Anglo Pacific / APF.L
RAB Special Situations / RSS.L

Many thanks.

How did you come up with $1,150?

Based on previous moves in gold since 2000 when this bull market began.

Gold has made big moves up which last 6-9 months followed by periods of consolidation 12-18 months.

Each move from low to high has usually seen about a 75-80% rise.

Without looking at a chart, the 2005-6 move went from just below $400 in August 05 to about $730 in May 06. From memory the move in 01 off the $250 was also about 75-80%, though it took a bit longer, to a high in the mid-400s.

The chart in the lead up and early part of this move had followed exactly the same pattern. So a 75-80% move from the August low of $650 gives us c$1150.

I am now thinking we are going to get more than $1150 - to be honest at this rate with a cut this week we could see it by mid-Feb. The chart has powered up but not yet gone parabolic as it did in April 06. If this thing goes parabolic we are going higher that $1150 imo.

What's more we still need silver and the jnrs - and some of the majors - to confirm the move, which gives this thing a lot further to go imo.

Yes the current moves are impressive. The gold juniors are frustrating and I think we will have some time to wait yet. I'm starting to think that the big winners will continue for a time to be in the mid-producer area, at least until we breach $1000 (which admittedly at this rate won't be long).

How do you feel about the silver juniors? They lag even more but given the silver/gold ration could be even better.

Do you all believe that the product of these US rate cuts (including the very small one coming up), will be a weak USD (relative to other majors) and therefore create a stronger demand for industries other than gold? This is rudimentary logic, yet I believe we will see positive effect for gold, mining and drilling (cheaper borrowing = more expansion) companies alike. Opinions?

Gold is scarce, and as people flee the falling dollar, it is rising faster than the Dollar falls.

People also realise that the Dollar is not the only "fiat" currency, and so they may prefer gold to other
currencies too. Senior Gold shares (GDX) are keeping pace with Gold (GLD), but not the Juniors,
as measured by the CDNX

Date... --GLD-- -GDX-- -CDNX-- -SPX--
Latest.. $91.75 $51.21 2557.8 1353.96
Chg.08 11.27% 11.74% -9.93% -7.79%
v. GLD 0.00% 0.47% -21.19% -19.06%

If a flood into Gold shares really starts, perhaps as Gold crosses $1,000, then maybe CDNX will start
to play catch up.

What will happen to drillers, and oil stocks? I suppose that depends on what happens to Oil.
Seasonality may mattter, since we are soon headed into a time of usual seasonal weakness in oil

I’m beginning to wonder if my target of a high in gold of $1150 an ounce this year was a little conservative. Perhaps I’m feeling too exuberant and that’s a warning signal, but there are certain signs that suggest an intermediate-term top is coming - I'll tell you what they are in a moment - and I don’t see many of them.

In fact, if the Federal Reserve cuts interest rates later today by half a point, we might even see my target before the end of February...

http://www.moneyweek.com/file/41481/four-s...er-to-rise.html

What's the difference between South Africa and the Titanic?

When the Titanic went down, at least the lights were on.

http://www.moneyweek.com/file/42330/how-to...power-cuts.html

Click here for my latest opus, entitled The Greatest Contrarian Indicator In The History Of Markets.

Had trouble buying FR - have put a limit order on @ $4 but they are sailing north at the minute. I know this should be in the Silver Thread (or Juniors) but whats your thought on Esperanza and Excellon?

I don't know Esperenza. Excellon is possibly my favourite silver jnr. They had problems with a strike though a few weeks ago so be careful. This is offset by excellent drill results yesterday.

Congratulations Mate.

And a dashing photo of you on the byline too.

Welcome back, M.

How have you been? Still in Canada?

Hi DrBubb et al.
I'm still in Canada and I intend to stay here (I added some initial impressions of here in the Travel Section - Victoria).

I think that Frizzers is becoming a Media Guru, but I bet he hasn't started on writing the version of the
Ealing Comedy script that he told me about yet...

Ha!

Just watched a rather good Channel 5 natural history doc called "The Bearman' which a friend of mine had had recommended, about this guy that had developed a rather uncanny rapport with black bears in the wilds of New Hampshire, and documented their behaviour, etc..

My slight feeling of deja-vu was explained when the credits revealed the narrator to be none other than our favourite interviewer - not to mention the gift of a title!

TLM

Great one, Frizzers. Good find, TLM
"Bearman" sounds like an interview with Dr.Bubb !

The Bearman talks wheat:

http://www.moneyweek.com/file/42883/wheats...-end-badly.html

On wheat...Gold. silver, platinum etc have also had very large rises over the last few years. Why have you picked on wheat in particular to be a faller?

If wheat drops as dramatically as you've predicted, might that create a 'feel-bad' factor in commodities in general?

A totally opposite view on wheat to this expressed by Don Coxe on his latest webcast - Frizzers puts his butt on the line, methinks.

Sorry, but I go with Coxe.

http://events.startcast.com/events/199/B00.../eventframe.asp

Well make sure you get your stop in tight .

ETFS have launched a 'Short Wheat' ETF.

Money..Mouth...Anyone? :-)
http://finance.google.co.uk/finance?q=LON:SWEA

I think it's only been out this week and is...a little skittish to say the least!

"The shorting opportunity of a lifetime may be just around the corner…"


See the attached link for the results of a wheat short......


http://www.telegraph.co.uk/money/main.jhtm.../cnwheat129.xml

Did everybody else miss the arch irony of somebody's Butt being on the line and then Frizzers saying 'Make sure you get your stop in tight...'????

And that folks is why they call him the Entertainernator.

http://www.moneyweek.com/file/43670/why-so...in-toronto.html

What were the Chinese doing in Canada?

Excellent Article!

Thank you.

Here's another:

This has to be one of the best articles I have read on gold and yesterday's interest rate cuts I have read in a long time:

http://www.moneyweek.com/file/44016/why-th...s-for-gold.html

But then I would think that ...

Excellent Frizzers, and very timely

Frizzers...No.6 reccomended Prechter for a CWR interview...that would be a corker!

Very nice article again. Summarizing Zapata George's oil outlook and the recent hickups in gold bullion and mining shares.


http://www.moneyweek.com/file/44753/could-...-next-week.html

Wow Dominic you have some power, PAF.V up 30% after your mention in Moneyweek today. Keep it up

Think Mr Olian owes you a beer eh Frizzers!

The Pan African interview on cwradio was good too. Sounds like a very interesting company.
No spare money today unfortunately, but I for one will buy in soon.

PAN AFRICA Mining (PAF.v)

Being bought out at $4.00 cash

Nice call, Frizzers !!

Damn I should have moved on that one!

Hey Frizzers you will soon be the guest expert on CWR and they will need a new interviewer! My CV is in the post to Minesite!

Has anyone checked out the new google finance thingy - it is really rather good. Works for GBP as well as US - you can choose your currency...

Wow that's great, but i'm quite gutted to have missed that!

....but i still want an entry point. Do you think that the price has jumped on this news and will come down a little once realisation sets in a little (ie. Is it worth waiting now to get into these guys or do you think it's still a blatant buy?!

I wouldnt buy now. The move has happened.

Take a look at Olian's other company, Sacre Coeur Minerals...
When he shifts his focus there, it should do well too

Been looking at SCM, the samples results look good for the Northwest project and Million mountain is due to grow.

Do you own any DrBubb?

From HPC:
http://www.housepricecrash.co.uk/forum/ind...showtopic=74268

Hpc Has Really Upset The Vi's, Dominic Littlewood throws his dolly out of the pram

i prefer the other Dom : http://commoditywatch.podbean.com/
- the one that speaks sense.

Perhaps we should call him: Dominic Bigwood

Maybe the BBC shoudl have a Dom vs. Dom debate

Interesting article from Frizzers in MoneyWeek today. His bubble chart made me laugh as I bought at the 'Greed' stage last year, doubled my money in double quick time, sold some but held the rest and since then have been nursing paper losses (i.e. I'm currently parked in the 'despair, final wash-out phase')! The interview with Jim Dines on CWR last year was maybe the most bullish interview I have ever heard on any commodity. It's good to see the excesses coming out of uranium stocks and it might be a good time to drip feed some money back in. For those of you, like me, who do not have the time or expertise to focus on individual stocks a decent fund for a UK investor is Geiger Counter Limited http://www.ncim.co.uk/gcl.shtml Andrew Ferguson who manages this fund has also appeared on CWR.

I have no idea about the figures, but if I do have a concern about uranium story (apart from the obvious one) it is that it must take a number of years to build a new reactor (i.e. the demand side cannot increase as rapidly as the demand for other commodities) and although it also takes time to put in place new mines I do wonder if the rush to meet the demand of what is a fairly abundant element will mean that it is unlikely we will see the same sky-rocketing of uranium stocks.

I know there has been some spectacular greed in this sector but (so far as I am aware) neither the retail or institutional investor was involved in this space and it does seem odd that the stocks have taken such a battering particularly since the underlying price for uranium has stayed strong (at least by historic standards).

Would be interested in anyone's thoughts on this sector and/or my comments above.

Possibly the best article ever written on uranium ever:


http://www.moneyweek.com/file/45859/commod...very-cheap.html

Quite good for the average investor but if you want more details search here http://www.neimagazine.com/
We need to start manufacturing the fuel for a new plant approximately one year before switch on so even if you order a plant today you have a couple of year to do the buying.