FNarena newsletter released today had this to say (short quotes...

FNarena newsletter released today had this to say (short quotes coz copyright)....

"Investors in Australia have largely jumped on this train already as stocks of coal and iron ore producers have been the flavour du jour over the past few months. However, one of the commodities that is easily overlooked but which stands to equally benefit from this is molybdenum, or "molly" as everyone within the industry calls it."

"US based trading guru Dennis Gartman has been highlighting molly's potential, and favourable market dynamics, for months now. This week he nominated molly as one of his conviction trades for 2008."


"Australian equity investors have only a few stocks at their disposal which offer them exposure to the molly story. One of these stocks is Moly Mines Limited (MOL)."