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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers
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To: LoneClone who wrote (23529)10/26/2006 11:27:44 AM
From: Metacomet   of 78417
 
"....which is where the good stuff is."

I am well aware of the JV.

What the release today is suggesting is that there may be a lot more "good stuff" outside the JV.

They have a massive land position not subject to the JV.

But even with their JV position, their cap is miniscule relative to their confirmed share of the mineralization, which they get at virtually no cost, per the JV.

I think ETG represents a more favorable investment than IVN as result of their leveraged exposure to Oyu Tolgoi....YMMV....
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