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Strategies & Market Trends : Ride the Tiger with CD
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To: dara who wrote (67138)11/26/2006 6:19:35 AM
From: dara  Read Replies (1) of 312317
 
Originally posted by sageyrain:



                                Share   Value     Value     Cash   Shares   Au res.   Ag res   Cu res   
                                Price  $/Au oz   w/o Ag&Cu        fdiluted  mm ozs    mm ozs   mm lbs
. 

Metallica Resources     MR.TO    4.78   -106.4     79.5     30       101.1	5.7	    130	2000
Novagold                NG.TO	18.35    -94.7     44.6    100       106.7	41.7	    183.1	13600
Seabridge               SEA.V	15.5     -23.9     30.4      6        35.7	18	      0	2442
Minefinders             MFL.TO	 9.39    -21.4     74.7     94        51.4	5.2	    250	0
Gold Reserve            GRZ.TO	 6.35      5.3     56.4     34        95	10.1	      0	1290
Mundoro Mining          MUN.TO	 2.05      8.4      8.4     18        47.6	9.5	      0	0
Metallic Ventures       MVG.TO	 1.8      13.2     13.2     17        59.3	6.8	      0	0
Kimber Resources        KBR.TO	 2.83     19.4     95.1     14        52	1.4	     53	0
Bendigo                 BGOMF.PK 0.58     20.0     20.0     27       432	11.2	      0	0
Western Goldfields      WGDF.OB	 1.38     20.3     20.3      7.9     111.4	7.2	      0	0
Great Basin             GBG.TO	 2.24     21.1     22.1     37       115	10	      5	0
Dynasty Metals & Mining DMM.V	 6.25     27.8     36.5      7        28	4.6	     20	0
Crystallex              KRY	 3.51     28.8     28.8     15       259	31	      0	0
Greystar Resources      GSL.TO	10.59     29.0     37.7     30        42	11	     48	0
Comaplex                CMF.TO	 3        36.8     36.8      6        40	3.1	      0	0
Amarillo Gold           AGC.V	 0.82     38.1     38.1      1.4      34.2	0.7	      0	0
European Minerals       EPM.TO	 0.77     39.7     68.0     62       416	3.8	      0	269
Cumberland Gold         CLG.TO	 5.51     40.0     40.0     28        61	7.7	      0	0
Moto Gold Mines         MGL.TO	 6.94     45.5     45.5     55        70.2	9.5	      0	0
Anatolia Minerals       ANO.TO	 4.07     50.2     50.2     14        70	5.4	      0	0
Banro                   BAA.TO	14.4      51.8     51.8     60        42.3	10.6	      0	0
Axmin                   AXM.V	 0.92     52.3     52.3      6       177	3	      0	0
Ore Zone                OZN.TO	 1.68     53.9     53.9     25       124	3.4	      0	0
Stratagold              SGV.TO	 1.23     60.5     60.5     14       129.4	2.4	      0	0
Linear Gold             LRR.TO	 6.25     73.9     81.8     11        24	1.7	      6.7	0
Searchgold              RSG.V	 0.145    78.0     78.0      0.51    138	0.25	      0	0
Ballarat Goldfields     BLRTF.PK 0.18    103.4    103.4      9.2    1200	2	      0	0
International Minerals  IMZ.TO	 5.38    105.7    107.6      5.6     101	5	      4.6	0
Lake Shore Gold         LSG.TO	 1.76    113.2    113.2     17        99.7	1.4	      0	0
Aurelian                ARU.V	37.05    121.2    121.2     85        35	10	      0	0
Osisko*                 OSK.V	 7.25    135.6    135.6      6        64.4	3.4	      0	0
Miramar Mining          MAE.TO	 5.99    137.5    137.5    140       230     9	      0	0
Gabriel                 GBU.TO	 4.91    145.0    180.8     30       146	3.8	     68	0
Kirkland Lake Gold      KGI.TO	 8.95    205.2    205.2      5        51	2.2	      0	0
Minieres du Nord        MDN.TO	 0.7     246.1    246.1      0.3     105.9	0.3	      0	0
Sacre-coeur Minerals    SCM.V	 2.95    255.2    255.2      7        24	0.25	      0	0
Etruscan                EET.TO	 3.95    288.3    288.3     27       116.3	1.5	      0	0
Osisko                  OSK.V	 7.25    886.3    886.3      6        64.4	0.52	      0	0


* Osisko was split into two lines. One values it using the old 43-101 resource of 520,000 oz gold. The market is clearly factoring in the company's guidance of 3.4 to 4 million oz potential, so a second Osisko scenario using 3.4 million oz is used. This is largely speculative at this time.

Novagold was added to the list. The undervaluation is obvious, hard to believe anyone would tender their shares at this point. The fact that no one is coming in with rival bids makes it clear that Barrick is a tool of the empire <g>.

**header should read "Market value w/o ag & cu values, $/oz Au"

I give up, the header is screwed up again, refer to the previous posted table for clarification.
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