Canadian Diamond Play Cafi Message Board

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Gold/Mining/Energy : Canadian Diamond Play Cafi

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To: VAUGHN who wrote (2183)	12/14/2004 5:13:13 PM
From: Letmebe Frank	Read Replies (2) of 16214

Vaughn, regarding ACA & SGF comments, I'm in agreement with your concerns. I don't see much speculative upside in either company right now, given what's known. Both plays need to prove they have the economics to justify taking them to production before the funds start taking big positions. James's MPV is clearly a more economic deposit, but is being held down by DeBeers waffling. Seeing that our cybre buddy Paul is getting back on his feet again and looking for ideas, I would present the following short list of speculative plays that have good promise, IMO, in no particular order: DDN DSP SRM SDM I'm quite sure TWG is not going to be on your short list, Vaughn. They seem be now more valued on speculation for their Atlanta gold project than for their diamond properties. It's almost in the same pile as CMKX. LMBF

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