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Gold/Mining/Energy : Clifton Mining (CFB-Alberta)-Silver Play
CFTN 0.1000+11.1%Oct 31 9:30 AM EDT

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To: Dan P who wrote (627)5/22/2002 2:43:08 PM
From: arizzzona  Read Replies (1) of 653
 
I'm pleased to join the Clifton longs here.

Just came across this and the ASAP end is what caught my eye. I'm a believer in
silver's efficacy against all sorts of germs and it looks like ASAP has their act
together when it comes to execution. Great. The silver side is a bonus. Now that I'm
selling from the precious metals % of my PF (BAY), I'm looking for replacements.

This one is certainly beneath the radar and I'm happy to be here before drilling starts.
High risk, of course, but I think the ASAP side gives us something of a floor --- especially
with what looks to be a mean summer awaiting us. Finally, the impact of the lead on the
IRR is a real bonus.

So limited downside with ASAP (-50%?) and plenty of upside if we hit. Good odds, IMO.

Am I missing anything?

Thanks

AZ
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