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 : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?

To: Elizabeth Andrews who wrote (1144)	1/12/2002 11:05:17 PM
From: marcos	Read Replies (1) \| Respond to of 39344

Tough business, and a smallish business as well ... here are the top seven - ca.finance.yahoo.com .. market caps in billions USD - abx 9.3 au 4.2 nem 3.9 pdg 3.9 gold 2.6 fn.to 2.2 ndy.to 2.2 ... total 28.3b US ... not that much really ... as i love to remind Mqurice over on the old collapse thread, qcom alone has a market cap of 35.6b - ca.finance.yahoo.com .. then all the mid-caps, Kinross and Meridian and Tvx etc, could you add them up to ten billions? - possibly, but not much more ... certainly all my favourite juniors together do not carry a cap of one quarter bilion Liz, have you ever looked at the National/Alamos Salamandra deal? ... i'd be curious as to your thinking on it, especially if you'd gone into it in detail and then decided to wait or take a pass on it, for whatever reason ... i like it very much, the two companies today each with market cap of around 3.5mUS and each with half of Salamandra, fairly proven [?] resources and certainly proven management in Millar, not a lot of cash in the kitties but enough to function .... i haven't gone into the geology detail of it, never do, and while i can see reason for raw nerves in the case of National because it sounds like Matter wants to do other deals, which set up Fear of Financing, still i really like it based on all story to date ... cannot understand why it is so cheap, what am i missing? ... pull no punches here, we can take it -g- ... invitation stands to anyone else who has looked at ngt or aas and passed on them, and can elucidate on the reasons ... too early-stage for many of course, quite understandable that, still such a speculator will have thoughts while watching them ... cheers, all