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Gold/Mining/Energy : Naxos Resources (NAXOF)
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To: ShoppinTheNet who wrote (8292)1/18/1998 8:00:00 PM
From: Larry Brubaker  Read Replies (1) of 20681
 
S.K.: When I said they are all trying to crack the same code, what I was referring to is that they all are trying to unlock precious metals from complex ore. I am not a geologist or metallurgist so I have no idea as to whether the Johnson methodology would work on another dirt's ore, or whether an entirely different process is required.

I do think it is worthwhile to follow each of the companies, regardless of whether the "code" they are trying to "crack" is precisely the same.

I think there are lessons to be learned from each of the dirts, which helps you to better understand them all.

By the way, I just read your message to Richard regarding a spreadsheet comparing the attributes of the various dirts. Probably the biggest factor in my book in this regard is your opinion of the veracity of management. From this standpoint, I will never again put money into IPM (except possibly for a quick trade). Don't know enough about Naxos' management to comment.
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