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Strategies & Market Trends : Ride the Tiger with CD

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To: sporky who wrote (56648)	7/8/2006 6:16:46 PM
From: Land Shark	of 312839

Another thing about SWG. It's prime property is in Yunnan Province in China. This has some political risks attached to it. Recall that ETG.to got a surprize 68% tax on Cu production from the Mongolian Govt.. If you look at the 6 mo. chart for SWG vs. ETG we see that SWG got wacked from $16 at the same time ETG got wacked. finance.yahoo.com The market is discounting ETG's China property on this taxation risk. You may say the same might occur with ARU, but IMO the risks are lower. This will probably be a problem for the PRODUCER that eventually buys out ARU. But, IMO, it wont if they keep good corporate governance or pay off a few officials. Anyways the producer that buys out ARU will probably get the property at a discount (i.e. with political risks costed in). This still means upside for ARU, given the deposit will in all likelihood be much larger than currently indicated. JMHO.

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