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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers

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From: PaperPerson3/1/2008 11:09:30 PM
   of 78418
 
Re Kodiak Exploration KXL -- I sense that you guys are trading it and out of this KXL like this was a regular drill play. I would respectfully suggest that you may wish to treat this one more like an investment. At least, keep a core position.

This 'investor ideas" conference on feb. 28 was a warm-up for the presentations being made sunday and tuesday in toronto at the PDAC.

investorideas.com

I found this audio-plus slide show to be the clearest overall presentation thus far.

Assuming KXL's vp of exploration Brian Maher is not a fraud, I can't think of another known gold prospect except for Aurelian that is this promising. And that one is in a country where the president's hero is Hugo Chavez. This one is smack dab next to the power line in ontario.

Following along on the slides also gave me the sense that while Hercules itself is large and high in potential, the overall land package up there is awesome in scope.

They've got 88 mm shares, $52 mm in cash, no warrants and the stock is three bucks.

So the market cap for the whole thing including the two parts they are going to spin off, uranium and base metals, is $264 mm, or $212 mm if you subtract the cash.

Can somebody name another gold play with as much known potential?

Maybe Luna or Aura down south???? LAT????? I don't think so.

Michael
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