SI
SI
discoversearch

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: que seria who wrote (17941)8/26/2003 1:03:39 AM
From: VAUGHN  Read Replies (1) | Respond to of 39344
 
Hello QS

Seems like someone has been accumulating ITF slowly but steadily for what I presume is a good reason but considering its such a quiet play, today's bump seems quite interesting. Good luck.

I like TWG's JI potential, but I am of the distinct opinion that they have no plans to spend real coin exploring/developing those claims until Atlanta is spinning off some cash or a big boy funds JI the exploration. So until I see indications of either coming to pass, I am playing elsewhere.

You have two of my preferences DDN & SRM although I accumulated some time ago at much lower prices than they are currently trading at. Have also taken a little bit of a gamble that Falconbridge will find some massive sulfides at South Voiseys Bay but more to the northeast where Commander holds claims as that is where the trochtolite thickens and plunges.

Am into a few other plays but I can't imagine they would interest anyone right now.

Re: Twin, who knows you could get lucky and be at the right place at the right time, but right now, I just don't get any sense they are committed to JI other than a very modest effort which doesn't seem to include drilling all those other targets which is what the market wants to know more about.

Being up front with the market is NOT what they have shown any interest in.

Good luck

Regards

Vaughn