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To: loantech who wrote (2641)3/21/2002 1:06:43 PM
From: marcos  Read Replies (1) | Respond to of 39344
 
I think the Millar/Matter duo with ngt/aas may beat that five-year timing by a wide margin, CM is known for getting things done and AM is getting known for ability to raise funds ... following this summer's bulk sample will come quick decisions imho, providing that the PoG co-operates ... much more leverage in something like this than in any producer, i've added ngt in recent days at .33 and .30, can't see it getting much cheaper than this absent a PoG tankola - stockcharts.com

On the ngt/aas differential - Alamos will need to do some financing, is it possible that they will work the two companies out to have roughly the same shares out and market caps before merging them fifty-fifty, straight across?



To: loantech who wrote (2641)3/21/2002 1:06:54 PM
From: tyc:>  Respond to of 39344
 
Yes ! Yes!. I didn't mean to disparage the game and certainly I didn't mean to disparage RIC, nor even to suggest that its reserves were inadequate.

But, just as a matter of interest, I see the best values at the other end of mine life; after all capital has already been recovered and cash builds up for the shareholders or for reinvestment on their behalf. Do you want an example ? Nah ! Different game ! :>