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Gold/Mining/Energy : Twin Mining (formerly Twin-Gold)

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To: Letmebe Frank who wrote (567)12/20/2002 12:41:52 PM
From: Valuepro  Read Replies (1) of 613
 
Hi, Frank

I agree. I had SWG on my watch list, but missed it. Also watching GAM and NSU. MAN may have problems, but their price was very tempting a few weeks ago.

Anyway, I would like to see TWG sell the Atlanta project to reduce the need to raise cash for the diamond work. Maybe they are thinking along the same lines, too, but need to do some additional work to raise the value. I know others do not see it this way, however, as Atlanta provides a bit of a fall back option in case the diamond prospects are a complete bust.

Similar situation with SUF, I think. Value might be better served by making two divisions out of the company - one mining/exploring platinum, and the other diamonds.
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