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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: bmccra who wrote (12827)4/29/2004 7:14:31 AM
From: russwinter  Read Replies (2) of 110194
 
I'm sure you are familiar with this kind of matrix, but for others here, page 12 shows the adjusted market cap comparables of five of these key late stage PM companies. It's a good starting point for folks who want a quick snapshot of things.
minefinders.com

Of course the share prices have been marked way down since this came out, so rework the numbers. Nothing is really in the money on wts, options either. It gives the anticipated capex of putting in an initial mine, cash on hand (I show MNG with $52m, not 26m, so make sure you also look over latest quarterlies). Then to get a more qualitative picture of the issues of each company just go to the Nesbitt Burns presentations.
files.presentation-direct.com
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