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Gold/Mining/Energy : Blue Chip Gold Stocks HM, NEM, ASA, ABX, PDG

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To: dalroi who wrote (1115)12/6/2003 4:03:39 AM
From: Andrew  Read Replies (1) of 48092
 
There are a few I like but it is hard to find value right now.

AZS.V - I Think is a buy based on their 25% carried interest in 23 million ounce Cerro Casale project in Chile. I believe it is a takeover candidate for PDG. PDG is currently working on a fresh feasability study due to be ready in March I think. AZS is tightly held and has 40 approximately 40 million shares out.

MR.TO - Just did a large financing of $85 million CDN. They now have cash to develop their 100% owned Cerro San Pedro property in Mexico. They also have property in Chile which is IMO not reflected in the share price.

NSU.TO - I own it from much lower prices. I think the market misinterpreted the recent news as I outline in this post.

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