Taseko Message Board - Msg: 21958802

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Gold/Mining/Energy : Taseko

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To: Broken_Clock who wrote (16)	12/9/2005 12:44:35 PM
From: Area51	Read Replies (1) of 32

Why hasn't this moved given that copper was gone up significantly? I guess because of the likelihood of substantial equity dilution? finance.messages.yahoo.com But I'm not sure I understood this sentence: "...we note that by mid next year the company should be sitting on approximately C$45 million in cash, so in our view, the risk of significant dilution is small and therefore the share price decline is overdone". If the cost of the refinery is $100 million I think substantial dilution is still possible, but if the Refinery is a good investment this dilution shouldn't be such a catastrophe anyway should it? OT: I was also interested in your reason for selling your Mirant position. I am thinking Mirant is a good investment post-bankruptcy and was thinking of holding most of my position. Do you think otherwise? Thanks, Area51

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