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Gold/Mining/Energy : Twin Mining (formerly Twin-Gold) -- Ignore unavailable to you. Want to Upgrade?

To: Letmebe Frank who wrote (108)	1/25/2002 9:09:42 PM
From: Letmebe Frank	Respond to of 613

Has anyone been looking at the trading activity of Twin on the frankfurt and Berlin exchanges? Whats doin there?? Can you post the URL's? TIA

To: Letmebe Frank who wrote (108)	1/26/2002 4:11:22 AM
From: VAUGHN	Read Replies (2) \| Respond to of 613

Hello Frank Assignment! Ha! You've got me? I read through some of these explanations and as the author states reading and using these indicators is more art than science. I repeat, I can't see how any of these "systems" will tell you anything about news that has not been released. All they can tell you is what the market has done and perhaps, what it is guessing, but what good is that? If its good news, the stock goes up, if it’s bad, it goes down. How can you read tealeaves to know what that will be? I bought TWG (and SUF years ago) on basic geotechnical and exploration information. The stock had gone nowhere forever and showed no signs of going anywhere. Based on the stock price, no one believed in it nor showed any sign of believing in it as I am sure any "indicator" would have clearly stipulated. Then the news came out or in the case of TWG I pointed out news (information) that the market had completely ignored and discounted. If I had followed those charts, I would have missed significant profits... It’s a speculation! TWG has released no real news since long before the stock started to appreciate and even taking the seasonal trading pattern of junior miners into consideration, the market didn't exactly clue into the significance of last year's news either. Jeez! If ACA, ABZ or SUF had put out the news that TWG put out last year, this would be a +$20 stock! I'm sorry, but I just don't buy into this system. Take me by the hand and show me how some chart predicted we would go from $.30 to $.80 then reverse to $.60 and then to what? Reminds me of the Psychic Channel. On a separate but somewhat related matter. The last few posts have been speculating on what the market will do if micro/macro counts are low but a course macro grade is suggested? If you go back to some of my earliest and I believe WillP's earlier posts, that is precisely what we speculated and for that matter, have been repeating at least once a week on various threads and though various channels. We anticipated some time ago that JI pipes probably would not have the grades of Lac de Gras pipes and that the market may punish TWG's early lab results because of it. We have been repeating the mantra that micro/macro grades are, (to borrow a line from the earlier subject), "just one of many leading indicators" and may have little to do with the ultimate value of JI ore. As much as some pun dents might suggest that the market has matured about diamond plays since the heady days of 1992-1994 it obviously hasn't. One need only look at the ridiculous valuations assigned ACA and PUG on the basis of one small pipe with OK micro/macro counts, one dyke with less than exciting ones and even less exciting macro size distributions. Look at ACA's news and then look at what TWG announced last year. DO you really believe the market has matured in its understanding of real potential? ACA has been pumped from the get go and I only hope that it finds five or six more pipes like Artimisia (sp?) so all those poor late comers actually have something but hot air supporting their share values. There is no predicting what some arm chair expert or half baked analyst will say or not say on the release of TWG's news, as few industry analysts that I have observed know anything about what they are talking about. Frankly, like one particular SI poster, I honestly suspect they will condemn and undercut the TWG story simply to drive the stock down and load up on it at a lower price. Lets face it, these oracles really only talk up stock that they own or are trying to unload on an unsuspecting but greedy public. We all know how the houses (and shorters)play the game. SUF wouldn't play the game and the street put the boots to it. At least TWG has a BOD and President with some serious connections and hopefully they can attract the serious money from Europe when Bay Street starts playing games. Anyway, will an intelligent, honest and widely followed analyst look beyond low counts and point out that the macro grade is course? Who knows? But I can assure you that if the data suggests a course grade, then regardless of the micro/macro counts, I will be accumulating on any sell off. No one can predict but I and one or two others have been doing yeoman’s work over the past month repeating the mantra that micro/macro counts are NOT as important a macro size distribution and ultimately $/tonne. If a reasonable number of 1 to 2 carrat stones are reported say 2 or 3 with say 8-10 .25 to .5 carrat stones, I strongly suspect the market will take serious interest despite what analysts might say. If even one of the larger stones (or fancies) that some have speculated may be reported, I think it would be fair to say that we would have a serious stock in our portfolios. Anything beyond that, well... Bottom line on this issue: The market constantly compares exploration and lab results to Ekati & Diavik which were and are extraordinarily high-grade pipes. Only one or two other pipes in the world have grades close to these. In remote muskeg, away from all weather roads or ocean access and given small 1-2 hectare pipes with the resulting high waste to ore ratios, Ekati, Diavik and Kenady grades may be necessary to be economic, but JI does not face these restrictions/costs: Given all of that the market will eventually clue into the fact that economic grades in most diamond mines are similar to those (prematurely) suggested for Freighttrain. The Victor Pipe - James Bay Low Lands - .01carrats/tonne mbendi.co.za The Williamson Mine - .107carrats/tonne @ $106/carrat debeersgroup.com Damtshaa - Namibia - .128carrats/tonne debswana.com Namaqualand Mine - .132carrats/tonne @$159/carrat debeersgroup.com Kimberley Mine - .162carrats/tonne @ $76/carrat debeersgroup.com Letlhakane Mine in Namibia - .273carrats/tonne @ $191/carrat debswana.com Finsch Mine - .458carrats/tonne @ $50/carrat debeersgroup.com The Oaks Mine - .547carrats/tonne @ $127/carrat debeersgroup.com Premier Mine - .626carrats/tonne @ $46/carrat debeersgroup.com Orapa - Namibia - .829carrats/tonne @ $47/carrat debswana.com debeersgroup.com debeersgroup.com Mining grades of .1 to .4carrats/tonne can obviously be very profitable even if average $/carrat values are relatively modest. But all the grade, valuation and even pipe size data will at the end of the day probably be lost on many. What will probably excite the market at JI will be the same thing that excited the market at Diavik - a few good-sized stones. And we already know that JI has them! So we just have to make sure that the market knows. Regards Vaughn