To: russwinter who wrote (268 ) 10/22/2001 4:05:35 PM From: marcos Read Replies (2) | Respond to of 39344 ngt.v - 'been kind of assuming that people understand that AAS/Millar once they are vested, will be obligated to also assume 50% of the PDG payments? ' - that wasn't immediately apparent to me ... had to read the release about four times and even then make that assumption, as it is implicit in the 50%, not explicitly stated ... my first impression of the deal was 'gee, they sure didn't get much for half the property' ... but you're right, ngt couldn't do it alone, and Chester Millar is an asset all by hisself ... btw - good to see you using 'Salamandra' now instead of 'Mulatos' -g- ... that's a big camp, Mulatos gives it confirmed economics but Salamandra as a whole has huge blue sky to it ... not that that means anything to the market in the near term ... looks like there'll be time to accumulate this one, paper coming out of Greenline ... i did add 15k today, won't be the last, for sure sul.v - i've missed this one so far too ... thought it would retest the 01 Oct peak there, it hasn't so far ... on watchlist to stay for a while, likely ivn.to - i traded this one last winter/spring ... had some already, then added following the big volume in December ... don't hold any now ... my attitude toward it is, due to political risk and the fact that it is a Friedland production, to just trade it off the chart ... missed the move up this month though, it fell off my watchlist ..... now for copper i pretty much just watch aur.to, fm.to, imn.to ..... but it's true, Ivanhoe can be a great trader .... i'd just let the chart tell me the story ... and always keep in mind the ultimate Vengold story/chart, lol .... cheers