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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (453)	8/23/2001 11:43:18 AM
From: Frank Pembleton	Read Replies (1) \| Respond to of 36161

FA run down... Isopatch, agreed, presently I'm trying to make sense of Royal Gold -- and I want to look into Franco-Nevada. As for Kinross, Glamis, Agnico-Eagle and Meridian -- I posted FA on Kinross on the old thread, I'll see if I can find my notes... For the others I like 'em, it's just I haven't had the time to publish. Regards Frank P.

To: isopatch who wrote (453)	8/23/2001 11:51:15 AM
From: jim black	Read Replies (1) \| Respond to of 36161

Iso, I can't help but cringe and laugh as I reveal what can be justifiably thrown back in face if I am wrong. I like GG because they are in Canada, have huge holdings in the Red Lake mine, produce gold at under $US 70/oz and the CEO and his family have a huge chunk in the company. For those enamored of RGLD(and I add I was not smart enough to pick it up at $3) those folks might do well to look at Franco-Nevada. They are the mother of all gold royalty companies, have > 700 million $US in cash and have royalties on companies in US, Canada, and Australia, including a stake in platinum producer Stillwater. They have a good roadshow presentation on their web site, franco-nevada.com..and they did not get their proposed merger with GOLD approved last year by authorities in S. Africa. I would have sold ot if they had. Aurum...means shining dawn in Latin. Hope that is predictive for us holders of the yellow relic. Jim Black