Many
notables in the Industry have stated we are nearing
the end of a commodity bubble. It seemed to us that
one of the best ways to get an accurate picture of
what is taking place in the mining sector currently
and for perhaps the next five years or so is to
ascertain how much of a backlog there is for mining
equipment. So this month we uncovered facts as to
how large a backlog there is on a worldwide basis
for mining equipment.
Our goal is for our
readers to have a better appreciation for where we
are in the commodity cycle and to further your
conviction that you are investing in one of the most
profitable sectors available. One quote from our
exclusive interview is... "We certainly do not like
the low point in the cycle, but I'd have to say that
no one I've talked to has ever seen anything like
this before. This is a super-cycle that we will
probably never experience again, at least in our
lifetime."
We also included an
update from the World Silver Survey 2008 as one of
our close associates attended this years event. We
provided a new recommendation in our speculative
portfolio and an honorable mention for aggressive
investors, further we are still researching a niche
business that, at present prices, has revenues of
approximately $3.5 Billion worldwide. How would you
like to participate in the profits generated in the
recycling of silver scrap? We cannot guarantee this
as a formal recommendation yet, but we may be able
to soon!
