A Toronto Resource & Energy Conference April 19,20/98 Message Board

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Gold/Mining/Energy : A Toronto Resource & Energy Conference April 19,20/98

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To: Jimsy who wrote (2)	4/19/1998 11:45:00 PM
From: Peter J Smit	Read Replies (1) of 11

Jimsy If you were up at the crack of dawn and missed the two Davids from Canadian Speculator, I must have been up before the crack of dawn...got there at 7:10 am. They believe the next gold area plays will be the likes of Nevada or Ghana. Top 10 list: NCS, LCR (Alberta diamond play) PLM (SVB expect drilling around 1st week of June) CMV MAD (good management, well financed) IGT (getting ready to do trials on new cancer drug) HRG, MNP (dependant on POG) ATN, AUO (sleepers) Robert McAllister: Bull market will continue until perception changes. DOW could go to 11000 this summer Chris Bunka: Likes NIR (Napier Int Tech ... May have had its run) AAD (Oppenheimers buying into this one ... still plenty of potential) ARP (80% held by insiders and institutions) UIC (Insiders hold significant %) Paul Sarnhoff & Brian Fagan... no more to add. John Kaiser: Cash rich juniors with resources like MSR (600 000oz) will be bought out by intermediates like Greenstone (GRE) Non-area play stocks he really likes - Highwood Resources (HWT)...he spoke at length about this one in his booth. - RAM Petroleums (RPL) Last I attended... I was surprised at the amount of people attending, so I asked how many people had registered...1800 registered and at least 200 additional walk-ins...many companies exhibiting were also caught by surprise and ran out of information packages...good sign! Regards

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