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Gold/Mining/Energy : Trump's 12 Diamond Picks, Discussions Limited
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To: George J. Tromp who wrote (1810)12/29/1998 7:03:00 PM
From: VAUGHN  Read Replies (1) of 2251
 
Merry Christmas George

I think we have similar views on your negative picks and while I suspect Gerle has some prospects, their title problems persist.

I remain cautious re Major General due to location but can't argue with some of the numbers.

I think that the NWT diamond game is this springs focus again up until at least March possibly longer with WSP and many play may benefit if legitimately drilling.

Due to SUF's managment I like IAR and believe it of not CAV is or was attractive at $.04/s. I've seen the data and it is compelling whether you like managment or not.

GMD also intrigues me with experience, real potential and bankable assets but limited cash. Some drill results should resolve the latter problem.

Archon also outstanding, but too tightly held.

WSP has a lot of people ready to play it so it should be an interesting roller coaster this year. Time will tell if it has enough of what it takes to be a mine, but few investors seem to care about such details.

MPV is shaping up to be the NWT's third diamond mine but whether there is enough leaverage in the stock to bother playing it and whether as you say mgt is going to be there for share holders is debatable.

Got to dash so excuse the spelling errors.

Happy New Year

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