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Gold/Mining/Energy : Precious and Base Metal Investing

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To: E. Charters who wrote (26094)	12/30/2003 12:54:16 PM
From: Andrew	Read Replies (1) of 39344

Regarding Venezuela I agree. There are other stocks without the baggage out there. Regarding BGO nobody is interested in that bloated pig IMHO. Its projects are either marginal or in tough political areas. Majors are steering clear of Russia for a reason. This may pave the way for the likes of BGO but too risky IMO. The only asset they have that would interest a major IMO is Cerro Casale but with approx 400 million +++ shares out who needs a poison pill? AZS is the target, question is when and how much? The economics of Cerro Casale are looking better everyday.

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