Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Pinetree Capital-PNP-CDNX -- Ignore unavailable to you. Want to Upgrade?

To: Buckey who wrote (31)	12/10/1999 12:55:00 PM
From: the Chief	Respond to of 233

True....but what is LUMM going to be worth next year......if its a double or triple, than PICA is a 5-8 bagger.......we'll see! JDX is just starting as a "capital" company and is trading at book or above....so we'll see ...when the CDNX Venture market finds out about VGIN and LUMM in this companies portfolio, I think we'll be fine! the Chief

To: Buckey who wrote (31)	12/13/1999 3:42:00 PM
From: Professor Dotcomm	Read Replies (2) \| Respond to of 233

You are right to be suspicious of NAVs and market prices. Just look at BCE and Nortel! However my original point a week or two back was that people did not even know that PICA and MNTX even had any LUMM. Right now PICA and MNTX have lower discounts than they had - but it is still much too large in my opinion as LUMM is still looking strong. PICA is a better bet than MNTX as it has other investments that are doing well whereas MNTX is more of a pure play on LUMM - a kind of a LUMM warrant which is pretty speculative! At their present prices PICA looks a better price although this may change if the price differential widens to over $1. BTW - if LUMM goes up (or down) $10 this represents $1.50 per PICA and $0.83 per MNTX.