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Gold/Mining/Energy : Precious and Base Metal Investing

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To: Claude Cormier who wrote (13620)	7/9/2003 6:45:37 AM
From: TheBusDriver	Read Replies (2) of 39344

Well there is Myannmar and there is Silver Hill in S. Korea as well, so that is two projects I see as having potential political risk. I suspose you could make the case that Mongolia is all that IVN needs. But they have invested $60M US in Myannmar alone, haven't checked to see what they have invested in Silver Hill.... As far as China replacing USA as econimic powerhouse I would submit to you this will not happen as long as they remain a communist country. I don't often disagree with you. However, you will have to state your case for IVN with better facts and less feeling. If IVN were to lose Myannmar and Silver Hill this would damage the share price signifiantly I think. Confilct between North and South Korea is very real, and I suspect the use of nukes is not out of the question here. As a matter of fact if that were to happen I think it would take an act of God to keep China and the US out of the conflict. I am willing listen to reason from you or Russ. I see a lot of potential here but the question is: "Is the risk worth it will all the other stocks out there?" Wayne

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