[Orangedog]

I've been watching CDE for a few months. Owned it a couple of times...timed one trade wrong that really stung for a while ;)

The SA situation could get ugly at a moment's notice. CDE is sitting on a VERY large amount of unheadged silver in the ground. They did put more shares into the market last fall, but they reduced a lot of their debt with most of it. Having a listing on the NYSE doesn't hurt either. Management seems to have a grip. I'm sure there's better silver miners, but IMO there seems to be some value there.

[mac_truck]

Here is a chart for CDE. I'd wait a bit longer before getting in.

[Soren]

Here is a huge list of silver stocks put together by Jason Hommel. Stocks with known reserves are ranked based on how many oz in ground you are buying per dollar of investment. The index value he uses is actually oz of silver in ground per 1 oz worth of stock. This is one way to value mining stocks, but it is not the only factor, so be careful in interpreting the ranking. He also has a separate list of explorers and has assigned some of them points based on exploration potential (not sure how this was determined). This is a great resource for starting your DD on silver shares.

[Axenolith]

I think an investment in SA miners or companies owning mines there is OK if you've got a feel for how the company interacts with the locals. It was one of my motivations for picking up some MYNG.OB, the locals are really tight with them and they've begun producing.

I like CDE, I have an affinity for them and Hecla because I used to live up in Idaho. Of course, making a boat load of profit off them helps. I haven't gotten back into CDE since I got shaken out at $4.66 (probably should). I should have realized that the latest round of instrument issuance is probably an aquisition warchest. If I correctly recall, they had about a 7 or 9 year reserve life. While they probably will prove more on existing terrain, they would score a coup if they could get something like that 200m oz Mines Management property over in Montana.