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Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.890+0.5%3:59 PM EST

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To: refugee investor who wrote (363)4/26/2010 9:49:54 AM
From: Italian Investor  Read Replies (1) of 1366
 
With LUK the sum of the parts =s more than the whole. I would value LUK the same way this guy did messages.finance.yahoo.com , also note you are paying a fair price for a company run by arguable 2 of the greatest capital allocators ever. Maybe LUK will get there market premium back on top off being slightly undervalued @ the moment it is hard remembering when LUK traded around book. If the market and economy keep chugging it is hard not seeing LUK doing very well.

I have not had time to due the proper research on Paramount I read the stuff you sent me in the past and it sounded interesting plan on doing HW just need more hours in the day. This weekend I got interupted with yard duty 10 hour days Sat & Sun and when I finished I was a dead person on the coach the rest of the day. My hands keep falling a sleep I guess too much work.

GMO letter
messages.finance.yahoo.com

Natural gas
theglobeandmail.com

His blog
mevsemt.blogspot.com
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