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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers

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To: Claude Cormier who wrote (7081)	2/24/2006 10:05:02 PM
From: LoneClone	Read Replies (2) of 78416

That's similar to what's happening with the DSM takeover by Yamana. DSM is now well above the price Yamana offered, partly because some think a better offer might come along, but also partly because Yamana shares have risen since the offer was made, making the DSM shares more valuable. Speaking of which, Claude, could I solicit your opinion on Yamana? (I will be subscribing to your newsletter shortly when I get my first checque from my new job.) I've been so busy buying BCM/BZM/IPT/PAF/PMI with the proceeds of the DSM shares I have sold since the takeover offer was announced I haven't had time to DD Yamana properly, and I still have a few thousand left. My inclination so far is that there are better possibilities than Yamana at this point -- ANO, EPM, GWG, SPM, WLF, etc. I'm also curious about JAG, another Brazilian Au company. LC

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