SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Precious and Base Metal Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elizabeth Andrews who wrote (22593)10/22/2003 12:22:31 AM
From: Claude Cormier  Read Replies (1) of 39344
 
<If it were acquired at its current market cap plus the capex plus the infrastructures required the final number to amortize could be even higher than VB. >

Possibly. But I can see Ivanhoe ending with a lot more metal (in $$ value) than VB. I also think that Friedland is not lying when he talks of the benefit of doing biz in this part of the world (lower caoex and the willingness of government to participate in infrastructure). Only time will tell.

As for your second point... that is not what I hear from Freidland. Of course, he may be sending us the wrong picture, but he knows this part of the world better than I do and he says that it will be better to do business in Mongolia than it is in Labrador/Terre-Neuve
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News