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Gold/Mining/Energy : Precious and Base Metal Investing

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To: TheBusDriver who wrote (26062)12/30/2003 11:40:37 AM
From: Andrew  Read Replies (2) of 39344
 
Takeover candidates which I own in order takeoverabilty <G>

Agnico Eagle - Clearly undervalued relative to peers with superb land package. Unhedged. Management has had some bad luck

Arizona Star - Large undeveloped ore deposit

Nevsun - What looks to be a large high grade growing deposit

Kinross - Perhaps a target for a major as it is as far as I know mostly unhedged?

Placer Dome - Not as much now since the share price has caught up with peers. It would be the gobbler of a couple on my list but since it has controlling interest in some of these large projects you never know.

Novagold - I'm not as sure since I do not know the economics of their project but this has one of the largest undeveloped deposits in the world.

I'd love to see other peoples lists and reasons.

Many other companies I follow are now protected from takeover by high shareprices and/or subeconomic or marginal mines.
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