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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: orkrious who wrote (40727)9/6/2005 2:21:36 PM
From: ild  Read Replies (1) of 110194
 
From Heinz on BGO and MRB:

i don't see what's not to like...BGO has wrapped up the financing and has posted fresh drill results that suggest an even bigger discovery than previously thought, and MRB's news seem to confirm that the El Morro deposit is taken seriously by Noranda/Falconbridge.
of course the lackluster market reaction to these news shows that the sector as a whole remains largely unnoticed and out of favor for now. with BGO one could at least put it down to various concerns about the debt and the political risk, but MRB should have taken off already, on the Cerro news alone, not to mention this fresh information on El Morro and its recent exploration updates. MRB is clearly objectively undervalued here imo. BGO is more difficult to judge, since its price harbors far more optionality which depends on sentiment.

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