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 (8330)	3/7/2003 10:06:09 AM
From: Silver Super Bull	Respond to of 39344

Elizabeth, RE: "GBG is a very clever deal. Study the structure of the JV and it will give you clues about what is going to happen." Could you elaborate please? I view GBG as a very attractive company, albeit one with a volatile stock price. It seems to have great properties with plenty of blue sky, cash, relatively near-term production at low costs, and great management that has shown it is very savvy at deals. And the valuation seems cheap, especially when compared to peers. The only potential negative is investor distaste for S. Africa mining, but that is a wildcard. DB