No Analysis added

play on metals, including uranium, cheap stock, marking time

cement play..expansion in Mexico, including many foreigners(americans) cashing in on inexpensive housing and Mexico's allowance of foreign ownership, peso is stabling, dollar slipping..housing boom shifting from north of border to south of border

markets consolidating

oil exploration , company holds patent for invention to modified heavy oil to has major operations in the US and in China. It also has assets in China and produces oil from a field southeast of Beijing. In 2005 the company had net proved reserves of 2.6 million barrels of oil and 1.7 billion cu. ft. of gas. Ivanhoe Energy has licensed the Syntroleum gas-to-liquids process to convert natural gas to synthetic oil. RPT technology for developing heavy oil.

continued growth/orders for commercial airplanes. older fleet need replacing

No Analysis added

geo political instability in Iran, with threat of blocking gateway to shipment of oil