Donner Minerals (DML.V) Message Board

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Gold/Mining/Energy : Donner Minerals (DML.V)

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To: Zardoz who wrote (4433)	5/12/1998 8:04:00 PM
From: VAUGHN	Read Replies (2) of 11676

Hello Hutch I don't know, but I will be watching later. Fagan was not shooting DML down in flames. In fact he was touting the quality of their website and their CD. He repeatedly stated this but interestingly, he was not aware that the website now contained everything on the CD. He simply cautioned that there was a large speculative premium on SVB plays in general and DML in particular, but that he thought the play had a great deal of potential and the market's attention. *OFF TOPIC* He did publish quite an extensive analysis of diamond plays and data and seemed to have a slightly better understanding of geochemistry than Kaiser but many subtleties of diamond geochemical prospecting do not seem to be understood by these guys. They try to come across as knowledgeable but lets face it, they have been on a learning curve just like everyone else over the past seven years since Point Lake. Kaiser especially seems to have missed the essential weakness in the geochemical data and geophysical setting in Alberta. Both he and Fagan pinned many of their predictions on the issues of pipe size, number and geological setting. I can't help but wonder how many poor soles have bet the farm on Alberta plays. They may find something there, possibly a high volume low grade pipe, but as I have suggested ever since I reviewed the geochemical data from the early government surveys, the probability is low. If there is another Argyle type deposit, I doubt DeBeers will site back without undercutting the economic of its development. These writers are great at bringing plays and potential promotions to our attention but after that, I think we have to use our noodles. Regards

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