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Strategies & Market Trends : the times they are a-changin'

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To: teevee who wrote (72)	2/17/2002 1:05:56 PM
From: tyc:>	Read Replies (1) of 145

There's nothing I like better than a good argument ! And nothing I dislike more than putting thought into a posting, only to have it ignored ! I appreciate your replies, and apologize for not taking them MORE seriously ! Teck has 22 % of Antamina ! Where did you get the idea that it overextends them ? In my opinion, it is Noranda that is "overextended" these days. Paradoxically, mainly because of its insistence at paying dividends, (or should I say Brascan's insistence that they pay dividends ?). Canadian mining is so interesting. Cannot understand why Canadians look to Indonesia ! Doesn't FCX have a problem trying to placate the aboriginals there ? I think the next important transaction concerning Teck will occur in Hemlo. Barrick and Newmont will be involved. One company that is NOT overextended by its interest in Antamina is Inmet. Wish I could draw someone into a discussion of my views of that. I cannot understand why analysts and indeed the company itself seem to ignore this asset.... Surely I haven't got it all wrong !? If this should pique your interest, see Message 16934022 "And why did the market express such enthusiasm for IMN's purchase of a mine in Finland, which required capital, while apparently failing to recognize its interest in Antamina, which requires no capital?" et seq.. )

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