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Gold/Mining/Energy : Copper - analysis
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To: loantech who wrote (656)2/22/2004 10:10:13 AM
From: TheSlowLane  Read Replies (1) of 2131
 
Hi Tom,
I own some WHT and have looked briefly at TKO and NGX. I believe Liz isn't too crazy about NGX but don't remember why she was dinging them. I have heard WHT described as an entity that was constructed specifically for this bull market and there's nothing particularly wrong with that. I know that UBS recently initiated coverage on WHT with a Buy along with a few other mid-tiers. TKO is a Hunter-Dickinson company which has its advantages or disadvantages depending on who you ask. I own ARQ and GBN so am not opposed to holding HD plays. My biggest copper holding is FM.TO and despite the 300%+ gain over the past year, think there is still more to go. They just completed a financing at $16 with no warrant coverage which I though was truly impressive. They have also just finished arranging a $224MM financing for Kansanshi. So, they are a company that is producing today and are gearing up to increase production into the face of this commodity bull market. Recent discovery in DRC has major cobalt presence along with very good copper showing (2%+). All holes are being re-assayed for cobalt content and results should be along any time now. Their earnings over the next few years are going to be eye-popping barring the bottom falling out of the copper market. It's worth drilling into, imho! Hope this helps,

Paul
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