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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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To: Crossy who wrote (9448)	5/7/2005 2:54:02 AM
From: Taikun	Read Replies (3) of 37387

Crossy, Congrats. You bought a winner!! I bought into Aflease when it was still AFKDY.PK and it has been a double for me so far. I added some last week at $5.80 as I think you're right about assessing the upside here. I like Aflease more than some of the juniors, and I agree the embedded value of the gold operation is attractive, although I'm in no hurry to see them spin if off. In this market it is nice to have a gold component in a stock (like a hybrid) just in case everything were to go to hell in a handbasket. I was wondering if you adjusted your metrics on uranium content for purity? If I'm not mistaken, Aflease's resources are not assessed at the current standard and the reserve purity needs to be updated. I am not sure if Aflease's purity is as good as CCJ or ERA.AX for example. I do think AFLUY will become very interesting with the Toronto listing. Institutions have heavily increased participation compared to a few months ago. quote.barchart.com quote.barchart.com Cheers, D

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