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Gold/Mining/Energy : Anatolia Minerals Development Ltd V.YMC.U -- Ignore unavailable to you. Want to Upgrade?

To: charred who wrote (85)	2/7/2001 8:21:32 AM
From: russwinter	Read Replies (1) \| Respond to of 468

Rio Tinto will spend 15 million on the extensive Vicuna concession (numerous targets)to earn 60% and that one already has two excellent discovery holes. I think in terms of dollars spent (bang for buck) it's pretty much the same. TNK has a bigger mkt cap at $11 million, but they are also carried to production by BHP on 10% of Fungurume (314 million tonnes of 4.0% copper and 0.25% cobalt). IMO that project even with the Congo situation should be valued at more than a poke in the eye with a sharp stick. Secondly, TNK's management resume is in a special class as the discoverers of Veladero. For more: Message 15200052 In this post disregard my comments about "forgetting the Congo". I had a conversation by phone with Robt van Doorn the analyst about that situation, and it is a real live wild card.