SOUTHERNERA (t.SUF) Message Board

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Gold/Mining/Energy : SOUTHERNERA (t.SUF)

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To: gg cox who wrote (7013)	12/10/2002 10:24:49 AM
From: Letmebe Frank	Read Replies (3) of 7235

Hey GG: "Currently PGMs account for about 90 percent of the company's value" ... therefore 10% for diamonds => 51,539,757 shares at 6.00 x 0.10 = $30,923,854 market cap for diamonds Compare companies with ~$30 mm market cap: TWG, DSP, PUG, RDM, GGL. diamondplay.com Also check out diamondplay.com What does this say to me? I would say that diamonds should represent a higher percentage of SUF's market cap than what Evans thinks. When you consider TAH & MPV have a market cap of $200 mm, ACA @$154 mm, Suf's diamond portfolio alone should be worth ~$150 mm. Any thoughts?

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