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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?

To: peter snowdon who wrote (21856)	10/7/2003 12:59:17 PM
From: austrieconomist	Read Replies (1) \| Respond to of 39344

AZS. ADL. I haven't looked at the data recently but you may wish to consider Arizona Star which has a 40% interest, as I recall, in the huge Cerro Casale low grade copper/gold deposit in Argentina, as I recall, joint ventured with BGO. Placer Dome came to acquire an interest at a later date, so AZS % may have gone down. An interesting kicker here is that BGO/AZS may get to put the screws to PDG to exercise its option or walk away from this huge deposit, this month. Sorry this is such an undefined account. Got to get back to work. jrhana may know more about the PDG aspects. Another one that may be worth digging into is Adrian Resources (ADL) that has the massive low grade Petaquila deposit in Panama. This lifeless stock has dragged along at C$.10-C$.15 level until last month. There has been some corporate activity and the stock spiked as high as C$.30 last week. Both deposits could be classified as elephants.

To: peter snowdon who wrote (21856)	10/7/2003 3:45:32 PM
From: rolatzi	Respond to of 39344

What about Ivanhoe Mines which has discovered that huge deposit in Mongolia. It was mentioned by Don Coxe last weekend in the same breath as Freeport MacMoran (another big producer of Copper and Gold). IVN trades on Toronto exchange as IVN.TO or on pink sheets as IVHMG.PK. Does anyone buy these Canadian shares from US brokers? Is there a big advantage to opening a Canadian brokerage account? Thanks, Ro

To: peter snowdon who wrote (21856)	10/7/2003 6:37:58 PM
From: Silver Super Bull	Read Replies (1) \| Respond to of 39344

Peter, IVN, TKO, and NDM are copper/gold plays I own. DB

To: peter snowdon who wrote (21856)	10/8/2003 12:17:51 AM
From: Proud Deplorable	Read Replies (1) \| Respond to of 39344

peter: “ Platinum is pushing $700 an ounce and has a bright industrial future. There are probably 60 ounces of gold in the earth 's crust for every ounce of platinum, and no central banks own platinum, so they can't sell it, can they?" he says with a wink... "If you forced me to own only metals and nothing else, I'd put 50 percent into nickel, 40 percent into platinum and 10 percent into gold. Give a girl in China a ring these days, a gold one and not a platinum one, and she'll say, 'What am I, cheap goods?' ” Robert Friedland, as quoted by Thom Calandra,CBS Market Watch, August 5, 2003

To: peter snowdon who wrote (21856)	10/8/2003 9:05:01 AM
From: TrueScouse	Read Replies (4) \| Respond to of 39344

Peter: Others have suggested several copper/gold plays -- IVN, etc. I have a position in IVN but it's getting pretty expensive IMO. One I like and hold is Metallica (MR,T) which is soon to become a gold producer in Mexico, but which also is the 100% owner of the massive El Morro copper/gold deposit in Chile: metal-res.com MR's had a good run up, but El Morro is not really built into its price yet. The problem with El Morro is that it's a joint venture with Noranda -- and they're not doing much there at the moment since Noranda has it's own problems. But it seems to me that as the price of copper rises, Noranda's corporate situation is going to improve and El Morro will also become more attractive. Anyway, do your own DD. Best regards, Howy