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Gold/Mining/Energy : NEVSUN -- Ignore unavailable to you. Want to Upgrade?

To: Andrew who wrote (155)	11/29/2000 5:45:27 PM
From: russwinter	Read Replies (1) \| Respond to of 205

Really all the usual suspects. At 265 there aren't too many deposits that can be developed, but I'm concentrating on the top quartile cost wise, say under 160 cash costs, preferably advanced staged, with reasonable capexs or feeders to nearby mines. These will have great price leverage even if we only get a move to 300 POG (it could happen!). You can find my running comments on most at the SI company threads. The silly season has really arrived in this sector and with the lack of liquidity in these shares we are seeing some real fictional prices. Iamgold and Meridian are my favorite smaller producers. IMG is well financed and trades at a mere three times cash flow/share. Even less when Yatela comes on stream in mid-01. Juniors with existing good or excellent deposits selling for a few dollars an ounce. The lights are not going out for them as they still have a call on gold/silver or in some cases PGE's: Birim: BGI, trades less than cash on hand after receiving royalty from ASL. Corner Bay; BAY. Mex. silver Cumberland CBD, Nunavat, CD Madison MNP Mt. Kare, Papua NG Metallica: MR, 50% of Cerro San Pedro with GLG Minefinders MFL, Mexico Solitorio SLR: 50 cents a share cash and some of the best prospects around. Francisco Gold FGX, ultra low cost El Sauzal, and new project in Guat. Annoraq ARQ: PGE's South Africa Great Basin GBG, Carlin Trend Moydow MOY, Ghana Manhattan Minerals, MAN, don't own but at 1.60, has to be a great buy as well. Gabriel GBU is a good play, but I'm hoping for a price break there first. There are some very interesting grassroots plays that have very small market caps under two or three million that are worth a shot. Nobody is looking there at all.: IMA Ex; IMR Argentina, Peru Nevada Pacific NPG: has active projects in Nevada with NM and Kennecott, mkt cap less than a million dollars. Intrepid IAU: try to get in single digits, have some super prospects. Freewest FWR: prospect so far, they don't return my e mails Radius RDU; Mex, Guat,