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Gold/Mining/Energy : Diamond Fields International Ltd. (DFI.T)
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To: Charles Kalb who wrote (72)1/19/2000 2:55:00 PM
From: que seria  Read Replies (2) of 141
 
Thanks. Nice update. IR on the thread seemed too good to be true. We wouldn't want info any sooner than other investors, of course. :-)

I am torn between seeing this as dead money for a while, and wanting to add more at this price. I think the company needs to get the NAMCO mining tool or something like it, or else do suboptimal mining for a while (if it can lease a vessel) to generate enough cash flow to get the share price high enough to finance its own tool or vessel. I bet NAMCO and perhaps other companies won't want to let that pass without making a play for DFI. Fine with me, since if that comes to pass the only Q will be: takeover at what premium to (if not multiple of) share price?

I could even accept dilution to get their own vessel and/or a non-infringing tool, as an alternative to sitting on the deposit. I bet NAMCO won't license the patent for their tool to DFI, since that would maximize the price for DFI and assure its status as a full-fledged competitor.
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